Charissa Taub is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathstone since 2016. She holds the Series 63 designation and is based in Englewood, NJ. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management alongside in-house accounting, tax preparation, and other professional services. The firm employs a multi-asset, manager-centric investment approach, emphasizing diversified portfolios and long-term, risk-aware allocations supported by in-house research and due diligence.

Jeffrey Bezanson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Pathstone since 2022. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisors, Inc., and Fidelity Brokerage Services, Inc. He is also a partner in Sanctum Partners, a real estate investing partnership, where he has ownership duties but receives no annual compensation. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering a multi-asset, manager-centric investment approach. The firm combines investment advisory services with family-office offerings, including in-house accounting and affiliated trust companies.

Matthew Butterfield is a CFP® professional with four years of industry experience. He is currently with Pathstone in Austin, TX, where he has worked since 2020. His prior roles include positions at Price Wealth, LLC, Charles Schwab, and Nesvick Trading Group. Pathstone serves ultra-high-net-worth families, single-family offices, pooled and institutional investors, as well as endowments, foundations, and pension plans. The firm offers multi-asset, manager-centric investment management combined with family-office services such as in-house accounting and affiliated trust companies.

Joseph Balducci is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Pathstone since 2021. He previously worked at Pathstone Federal Street from 2016 to 2021. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management along with a range of professional services including in-house accounting and tax preparation. The firm employs a multi-asset, manager-centric investment approach focused on long-term, risk-aware allocations supported by in-house research and operational due diligence.

Dominic D Alessandro is a financial advisor at Pathstone with two years of industry experience. He holds a Series 66 designation and has previously worked at Bitwise Asset Management, Neuberger Berman, and Prudential Insurance. Outside of his advisory role, he is the sole proprietor and president of Clutch for Men LLC, an e-commerce business. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management alongside specialized family-office services. The firm employs a multi-asset, manager-centric investment approach with an emphasis on long-term, risk-aware portfolio construction.

Jesse Ruocco is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pathstone since 2022, with prior roles at Merrill and Morgan Stanley. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset investment management and a range of family-office services including in-house accounting and tax preparation. The firm emphasizes diversified, risk-aware portfolios supported by in-house research and operational due diligence.

Simon Krinsky is a CFA® charterholder currently with Pathstone in New York, NY. He joined Pathstone in 2024 after nine years at Hall Capital Partners. Krinsky holds Series 63 and Series 66 licenses. Pathstone serves ultra-high-net-worth families, single-family offices, institutional investors, and various pooled investment vehicles. The firm employs a multi-asset, manager-centric investment approach and offers a combination of investment advisory and family-office services, including in-house accounting and affiliated trust companies.

Martisha Patterson is a CFP® professional at Pathstone with three years of industry experience. She previously worked at Peapack Private Wealth Management and spent over two decades at BNY Mellon. Pathstone serves ultra-high-net-worth families, single-family offices, institutional investors, and various pooled investment vehicles, offering multi-asset, manager-centric investment management combined with family-office services such as internal accounting and affiliated trust companies.

Oscar Perez is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Pathstone in Englewood, NJ. His prior work includes roles at MetLife Stadium and Ramapo College of New Jersey. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside integrated family-office services such as in-house accounting and tax preparation.

Matthew Fleissig is a financial advisor at Pathstone with 21 years of industry experience and holds the Series 66 designation. He has been with Pathstone since 2016 in various roles. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, providing discretionary and non-discretionary investment management alongside in-house accounting, bill-pay, and tax preparation services. The firm employs a multi-asset, manager-centric investment approach focused on long-term, risk-aware allocations supported by in-house research and operational due diligence.

Melissa Rutten is a financial advisor at Pathstone with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and Palmer & Cay, LLC. Rutten is based in Atlanta, GA. Pathstone primarily serves ultra-high-net-worth families, single-family offices, institutional investors, and various pooled investment vehicles. The firm employs a multi-asset, manager-centric investment approach and offers a range of services including discretionary management, manager selection, and in-house accounting and tax preparation.

Ryan Siegel is a CFP® professional with three years of experience, currently serving as a financial advisor at Pathstone. His prior work includes roles outside of finance, such as supervisory and maintenance duties for a condominium association. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside integrated family-office services including in-house accounting and fiduciary support.

Katheryn Gerowski is a CFP® professional with seven years of industry experience, currently serving as an advisor at Pathstone. She has been with Pathstone since 2012. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering a multi-asset, manager-centric investment approach. The firm combines investment advisory services with family-office offerings, including in-house accounting and affiliated trust companies.

Jesse Thomas is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Pathstone since 2020 and previously held roles at Cornerstone Advisors, Inc., Waddell & Reed, and various insurance carriers affiliated with W&R Insurance Agencies. Pathstone primarily serves ultra-high-net-worth families, single-family offices, institutional investors, and pooled investment vehicles, offering discretionary and non-discretionary investment management along with in-house accounting, tax preparation, and other professional services. The firm employs a multi-asset, manager-centric investment approach, combining direct trading and third-party manager allocations with a range of family-office offerings uncommon among investment managers.

Steven Braverman is a financial advisor at Pathstone with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pathstone since 2016. Outside of his advisory role, Mr. Braverman serves as Founder, CEO, and General Partner of CreationsVC, a private equity fund focused on Israeli startups developing dual-use technologies for space and Earth applications, and he holds various trustee, partner, and board member positions in family trusts, foundations, and investment ventures. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside comprehensive professional services such as in-house accounting and tax preparation. The firm emphasizes long-term, risk-aware portfolio construction across public and private markets, combining advisory and family-office functions uncommon among investment managers.

John Farrell is a CFA® charterholder affiliated with Pathstone in New York, NY. He has experience at Hall Capital Partners and Merrill Lynch prior to joining Pathstone. Pathstone serves ultra-high-net-worth families, single-family offices, institutional investors, and pooled investment vehicles, offering discretionary and non-discretionary investment management along with in-house accounting and tax services. The firm employs a multi-asset, manager-centric investment approach focused on diversified, risk-aware portfolios supported by in-house research and operational due diligence.

Eric Stephenson is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He has worked at Pathstone since 2024 and previously spent six years at Align Impact and three years at the Cordes Foundation. He serves as Treasurer of the Board of Directors for the Cordes Foundation and is a volunteer member of the Investment Committee for Catholic Charities USA. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management along with a range of professional services such as in-house accounting and tax preparation. The firm employs a multi-asset, manager-centric investment approach focused on long-term, risk-aware allocations across public equities, fixed income, alternatives, private equity, and real assets.