Steve Braverman

Founder at

Pathstone Family Office LLC

Finance

Consumer Services

Profile

Mr. Steven B. Braverman is a Co-Chairman at Pathstone Family Office LLC and a Co-Chief Executive Officer at PFO-FSA. He is on the Board of Directors at Pathstone Family Office LLC.
He has over 25 years of professional experience working with family offices and advising families on their total wealth management.
He is a Voting member of the firm’s Investment Committee, as well as serves on the firm’s Executive Committee and Board of Managers.
He co-founded Pathstone Family Office in 2010.
Mr. Braverman's professional experience also includes serving as president of Harris myCFO Investment Advisory Services, LLC.
In that role, he had broad national responsibility for all aspects of myCFO’s investment platform.
Within the broader Harris enterprise myCFO’s parent company, he had the distinction of representing the ultra high net worth market segment on the Senior Management Committee for Harris Private Bank.
He holds a Bachelor of Arts Degree in Economics from the University of Pennsylvania.

Steve Braverman active positions

Companies	Position	Start
Pathstone Family Office LLC Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.	Founder	2009-12-31
PFO-FSA PFO-FSA Investment ManagersFinance Provides investment advice	Chief Executive Officer	-
Pathstone Holdings LLC Pathstone Holdings LLC Investment ManagersFinance Provides wealth management and family office services for families	Founder	-

All active positions of Steve Braverman

Former positions of Steve Braverman

Companies	Position	End
BMO Bank NA (Investment Management) BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management.	Corporate Officer/Principal	-

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Private companies	5
BMO Bank NA (Investment Management) BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management.	Finance
Pathstone Family Office LLC Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pathstone Holdings LLC Pathstone Holdings LLC Investment ManagersFinance Provides wealth management and family office services for families	Finance
PFO-FSA PFO-FSA Investment ManagersFinance Provides investment advice	Finance