Matt Fleissig
Amministratore Delegato presso Pathstone Family Office LLC
Profilo
Mr. Matthew J.
Fleissig is a Chief Executive Officer at Pathstone Family Office LLC, a Chief Executive Officer & Director at Pathstone Holdings LLC and a President at PFO-FSA. He is on the Board of Directors at Pathstone Family Office LLC and Pathstone Holdings LLC.
Mr. Fleissig was previously employed as a Member by Harris Bank, a Principal by Harris myCFO LLC, and a Financial Planner by The Ayco Co. LP.
He received his undergraduate degree from Muhlenberg College and an MBA from Fairleigh Dickinson University.
Posizioni attive di Matt Fleissig
Società | Posizione | Inizio |
---|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Amministratore Delegato | - |
PFO-FSA
PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Presidente | - |
Pathstone Holdings LLC
Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ. | Fondatore | - |
Precedenti posizioni note di Matt Fleissig
Società | Posizione | Fine |
---|---|---|
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | - |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Corporate Officer/Principal | - |
Harris myCFO LLC
Harris myCFO LLC Investment ManagersFinance Harris myCFO LLC provides investment advisory services. It acts as an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. The company was founded in and is headquartered in | Corporate Officer/Principal | - |
Formazione di Matt Fleissig
Muhlenberg College | Undergraduate Degree |
Fairleigh Dickinson University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 6 |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Harris myCFO LLC
Harris myCFO LLC Investment ManagersFinance Harris myCFO LLC provides investment advisory services. It acts as an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. The company was founded in and is headquartered in | Finance |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
PFO-FSA
PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Finance |
Pathstone Holdings LLC
Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ. | Finance |
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