Pathstone

Register to join us next Wednesday, October 9 at 1:00 PM ET for a Pathstone webinar on Social Capital: https://bit.ly/4dipJw8. Featuring Pathstone leaders Katherine Pease, Alyssa Do, JD, LL.M, and Hannah Kanstroom, as well as Ron Cordes, co-founder of Cordes Foundation.

David Kahn, executive managing director of client advisory, was recently named to Barron's Top 100 Independent Advisors. The goal of the list is to shine a spotlight on some of the nation's best financial advisors, recognizing individuals based on the assets they oversee and quality of their practices. Join us in congratulating David! Learn more, view disclosures and selection criteria: https://bit.ly/4eO5OGD

Our 2nd Annual Pathstone Investment and Policy Discussion brought together an outstanding group of key thought leaders, investment managers, and clients at Sands Capital in Washington, D.C. yesterday. The event featured panel discussions on The Future of Infrastructure and Private Equity Insights, with enriching conversations to follow. Thank you to all who attended and to our speakers for delivering exceptional content. #privateequity #wealthmanagement

Last week, Pathstone and Katz Amsterdam Foundation co-hosted our Impact Venture Capital Summit, a thought-provoking convening designed for private market investors, fund managers, and impact company founders, CEOs and thought leaders, at the University of Colorado. With the growing momentum of purpose-driven investing over the years, we are increasingly optimistic about the capacity for fund managers and investors to identify market opportunities that align with societal needs. Attendees engaged in conversation about the latest trends and developments within thematic impact investing, heard about industry-transforming startups, and gained insights from experienced thought leaders who are investing with intentionality to drive change. Thank you to our incredible keynote speakers and roundtable hosts for making this second annual gathering truly unforgettable. Colin le Duc Lucas Joppa Rebecca Egger Elana Berkowitz Daniel Gluck Sam Kass Stasia Obremskey Tara Bishop MD, MPH Abe Yokell Paul Straub Danish M. Frank Williams Uriridiakoghene (Ulili) Onovakpuri Andre Bennin Priya Parrish Joanna Drake Matt Greenfield Steve Kupfer Vikas Raj Nasir C. Qadree Justine DeCoste, CFA Kevin Arnold #venturecapital #purposedriveninvesting #impactinvesting #wealthmanagement

We are pleased to announce that Pathstone has ranked #9 on Barron's List of Top 100 RIA Firms! This recognition reflects our ongoing commitment to excellence, innovation, and delivering exceptional value to our clients. We are honored by this acknowledgment and remain dedicated to maintaining the highest standards in the industry. View important disclosures and selection criteria: https://bit.ly/4dlb9Em

Expand your family's impact beyond wealth. Join us Wednesday, October 9 at 1:00 PM ET / 11:00 AM MT / 10:00 AM PT for a Pathstone webinar on building social capital featuring Katherine Pease, Alyssa Do, JD, LL.M, and Hannah Kanstroom. Register here: https://bit.ly/4dipJw8 Social capital — your family's connection to and influence on the world around you. Don't miss this opportunity to learn more.

Applications are open for Pathstone’s Intern Rotational program in Boston, MA, Boulder, CO, and Bellevue, WA! This opportunity allows current students to gain insight into various departments throughout the firm while working alongside teammates nationwide. Submit your application to take the first step in your #CareerPath: http://bit.ly/3XRGdao

August turned out to be another positive month for equities and bonds despite complex economic data. While inflation's dip below 3% bolstered expectations for a soft landing, weak labor market indicators sparked fears of a potential slowdown. Despite a robust Q2 earnings season, the vaunted #Magnificent7 stumbled, contrasting sharply with the broader S&P 493's positive performance and the notable strength in defensive sectors. Read about this and more in our latest Market Flash: https://bit.ly/4ekh4ua

Congratulations to Pathstone Board Member, Mark Tibergien, for receiving a Lifetime Achievement award from WealthManagement.com. We are proud to see such meaningful recognition for Mark's work! Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate. View additional disclosures and selection criteria at bottom of page: https://bit.ly/4d3DjUf

Join us in honoring Pathstone's Susan Wittliff, managing director of client advisory, for being named a finalist at Austin Business Journal's 2024 Women in Business Awards! The 30th annual awards recognized high-achieving female leaders in Central Texas who have forged their own path and developed their own leadership principles. Congratulations to all of the incredible women that were honored at last week's ceremony. Learn more, view disclosures and selection criteria: https://bit.ly/4g9m0DX