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Pathstone appoints first chief growth officer
Eddie Brown most recently served as a managing director, member of the Schwab Advisor Services leadership team and head of Schwab Advisor Family Office and the Premier Wealth Group.
Investment advisory Pathstone to acquire Crestone Capital
According to the Englewood-based buyer, the deal will bring its total assets under advisement and administration to over $100 billion.
Pathstone acquisition to bring assets under advisement to over $80B
The Englewood-based advisory firm has entered into an agreement to buy Brainard Capital Management of Austin, Texas.
Pathstone unveils leadership succession plan
The Englewood advisory firm announced current President Matthew Fleissig will assume the role of CEO while Chief Advisory Officer Kelly Maregni will become president, effective July 1.
Pathstone to acquire assets of Florida wealth management firm
The deal to purchase Eaton Vance WaterOak Advisors brings the Englewood-headquartered advisory's total assets under advisement to more than $35 billion.
