Growth Leaders of Wealth Management Podcast: Pathstone’s Mission to Lead Ultra-Wealthy Fiduciary Services

LMP Partner Brad Armstrong, along with Pathstone’s Co-founder and CEO Matthew Fleissig, President Kelly Maregni and CMO Lauren Ablow Fryefield recently joined Megan (Meg) Carpenter at Ficomm Partners on the Growth Leaders of Wealth Management podcast to discuss Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In the episode, Brad also discusses what made our initial investment in 2019 attractive and how LMP has worked closely with the Pathstone team to achieve sustainable growth.

To listen to the full episode, click here.