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Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy
Manage episode 448489806 series 3583752
Meg Carpenter에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Meg Carpenter 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years!
Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In this episode, we’re joined by Matthew Fleissig, Co-founder and CEO of Pathstone, along with President Kelly Maregni, CMO Lauren Fryefield, and private equity investor Brad Armstrong of Lovell Minnick Partners.
Connect with us:
- Meg Carpenter on LinkedIn
- Matthew Fleissig on LinkedIn
- Kelly Maregni on LinkedIn
- Brad Armstrong on LinkedIn
- Lauren Fryefield on LinkedIn
- Pathstone
Want to learn more…
- Visit ficommpartners.com
챕터
1. Building a National High Net Worth Brand (00:00:00)
2. Navigating Mergers and Acquisitions (00:11:18)
3. Strategies for Growth and Partnership (00:19:54)
4. Driving Growth Through Client Experience (00:33:05)
5. Expanding Growth Through Strategic Investments (00:43:22)
6. Measuring Marketing ROI in Wealth Management (00:55:26)
7. National High Net Worth Brand Growth (00:59:48)
13 에피소드
공유
