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RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BRIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35B

Pathstone President Matthew Fleissig discusses what it took to build the RIA into one of the largest in the business, and its plans for the future.

Mark Bruno, Managing Director, Wealth Management

April 6, 2022

 

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Few firms have experienced the growth that Pathstone—one of the largest RIAs in the business—has enjoyed in recent years. 

Through a strategic approach to M&A, technology and socially responsible investing, Pathstone has emerged as one of the most successful advisory firms to ultra-high-net-worth individuals. 

In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Pathstone President Matthew Fleissig about the secrets behind the company's success, and specifically focuses on:

  • How does Pathstone think about growth—and more specifically, how does Pathstone embed it into the mindset of the overall team?

  • Current opportunities in the RIA M&A landscape.

  • While Pathstone has grown through M&A and recruiting in recent years, it has also experienced some significant organic growth, excluding markets. Matthew shares some details on the company's organic growth rate and the focus on ESG and SRI in the contribution to that growth.

  • What new strategies does Pathstone have in place to power its growth engine and specifically use technology to acquire new clients. 

Listen to the RIA Edge Podcast

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.