Events

Pathstone is a proud sponsor of the Western Philanthropy Conference hosted by Clark Nuber. This event is an opportunity for foundations and individuals to go deeper into the world of charitable giving.

See Pathstone’s Rachele Bouchand and Katherine Pease speaking and moderating panels during the event and don’t forget to stop by the Pathstone booth!

Pathstone Innovators is set to be an engaging evening with a vibrant community of pioneers and influencers in the consumer goods and technology sectors.

This event offers a unique opportunity to delve into meaningful conversations and forge connections with fellow visionaries.

The Pathstone Finding Meaning in Money Conference boasts an intimate collection of curious minds, delivering innovative and personalized content to help clients align personal values with long-term investment strategy, while learning about creating social impact and planning for generational wealth transfer.

Finding Meaning in Money is focused on the critical aspects of wealth – family, career, philanthropy, happiness and wellness.

Pathstone’s CEO, Matt Fleissig, will sit on a panel with other CEOs to discuss “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)” at Tiburon CEO Summit XLVI.