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Pathstone to Acquire $3 5B Dyson Capital Advisors

Pathstone’s third 2022 acquisition will expand D.C. presence, increase assets to $38 billion.

Al iskandariyahUnited statesSarb shahScott darlingMatthew fleissigEaton vance wateroakKelly maregniNicholas perrinsMorgan stanleyDyson capitalPathstone president kellyLovell minnick partnersAdvisor partnersEaton vance wateroak advisors

Growing Smart(ly) in a Way That Matters: Pathstone to Acquire Dyson Capital Advisors

/PRNewswire/ Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized investment advice and family office.

Matthew fleissigKelly maregniNicholas perrinsDyson capital advisors

Pathstone unveils leadership succession plan

Pathstone announced May 31 that Matthew Fleissig will assume the role of CEO, and Kelly Maregni will become president, effective July 1.

United statesCeos steve bravermanAllan zachariahMatthew fleissigEaton vance wateroakKelly maregniMark tibergienCurrent president matthew fleissigChief advisory officer kelly maregniSteve bravermanFederal street advisorsCalifornia based advisor partnersEaton vance wateroak advisors

Pathstone acquires California tech firm

Pathstone, a partner-owned advisory firm based in Englewood acquired technology firm Advisor Partners, based in Walnut Creek, Calif.

Rahul agrawalMatthew fleissigEaton vance wateroakAndrew ruddDavis wright tremaineSchulte roth zabelAdvisor partnersWalnut creekGrail partnersEaton vance wateroak advisorsWinter park

RIA Pathstone Acquires Direct Indexer Advisor Partners

Pathstone becomes one of the first RIAs to acquire a direct indexing platform, allowing the firm to build out its after-tax work in client portfolios.

Matthew fleissigEaton vance wateroakAndrew ruddFranklin templetonBarra incCerulli associatesAdvisor partnersPresident matthew fleissig

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