Recent Acquisitions Pathstone's recent acquisition of Hall Capital Partners for $45 billion presents an opportunity to offer tailored wealth management and family office services to new ultra-high net worth clients.

Forbes Recognition Pathstone being ranked number two on the Forbes Top RIA Firms for 2024 showcases credibility and positions the company as a reputable advisory firm, attracting potential high net worth clients seeking customized investment advice.

Strategic Investments Pathstone's strategic investments in Fortune Brands, Gaming and Leisure Properties, and Vizsla Silver signify a proactive approach towards growing assets under management, presenting opportunities to engage with companies seeking financial advisory services.

Key Personnel Move The appointment of David Scarpello as CFO brings expertise in M&A and financial planning, providing an opportunity to leverage his strategic financial acumen to attract new clients looking for comprehensive financial solutions.

Competitive Positioning With a focus on catering to ultra-high net worth families, single family offices, foundations, and endowments, Pathstone's advocacy-driven approach differentiates it in a competitive market, attracting clients seeking a holistic suite of family office services.