Pathstone, a nationally recognized advisory firm on Thursday announced it appointed Eddie Brown as chief growth officer. With more than 25 years of experience in the family office and wealth management space, Brown joins Pathstone with a mission to fuel strategic growth and innovation.
In his new role, Brown will lead overall organic growth strategy and spearhead business development priorities by creating innovative marketing strategies and channel expansion across the firm’s three subsidiaries: Pathstone Family Office, Willow Street Trust Company, and Advisor Partners.
Brown’s diverse experience aligns perfectly with Pathstone’s core mission and values enabling him to navigate the complexity of the financial services industry while elevating its client-centric culture.
“Pathstone’s rise in the industry has been driven by a forward-looking vision and strategy with an unwavering commitment to exceed client expectations and provide a truly differentiated family office experience. We are thrilled to have to Eddie join our executive management team and help lead our next chapter of growth,” Matt Fleissig, CEO and co-founder of Pathstone said. “We have an extensive history and relationship with Eddie dating back to our launch in 2010, where his advocacy and expert guidance has been instrumental to our firm’s journey and success. His decision to join our team serves as a significant endorsement of our vision and values. He has an impressive track record building high-performing wealth and family office practices which aligns with our ambitions to innovate and grow as a first of its kind company, servicing clients with complex needs.”
Most recently, Brown served as a managing director, member of the Schwab Advisor Services leadership team and head of Schwab Advisor Family Office and the Premier Wealth Group.
Prior to Schwab, Brown was a senior leader at Fidelity Family Office Services driving the strategy, sales and relationship support for top multi-family offices, single family offices and wealthy families.
“We are excited to have Eddie join us. He has a well-established reputation and extensive network of relationships in the family office community. As a respected thought leader with ultra-high net worth families, family offices, institutions and industry professionals, his vision and insight will supercharge our culture of innovation, trust and excellence in serving our clients” Kelly Maregni, president of Pathstone, said.
