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Matthew Fleissig — Co-Founder and Chief Executive Officer · Pathstone · New York City Metropolitan Area.
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About
Matthew Fleissig is a co-founder and Chief Executive Officer of Pathstone. He sets the firm’s strategic vision, supports innovation and long-term growth, and serves as a shareholder, Executive Leadership Team member, and Board of Managers member. Earlier, he was President of Pathstone Family Office, a Principal at Harris myCFO Investment Advisory, and a Financial Planner at The Ayco Company, a Goldman Sachs company. At Harris myCFO, he advised ultra-high-net-worth individuals and multigenerational families on investment strategies, tax matters, estate planning structures, and wealth transfer. He holds an economics degree from Muhlenberg College and an MBA in Finance from Fairleigh Dickinson University.
Experience
Chief Executive OfficerCurrent
· Englewood, New Jersey, United States
Jun 2022 – Present
Pathstone serves individuals and families of significant or multigenerational wealth, family offices, and institutions. Our trusted advisors strive to bring breadth and depth of expertise on the dimensions that matter for our clients—based on the unique life they want to build. Pathstone offers investment and wealth advisory, trust and estate planning, tax, bill pay, and many aspects of lifestyle management—delivered in-house and integrated into a single client experience.
Principal
Harris myCFO Investment Advisory Services
Jun 2007 – Apr 2010
Harris myCFO offers comprehensive and custom designed wealth management strategies to meet the financial and investment needs of families and individuals of substantial wealth.
Education
Skills
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