Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Charissa Gorman CFP®*

Director

Charissa Gorman is a Director in the Investment Advisory Services group at Pathstone Federal Street. Charissa has worked in private wealth management for almost ten years and has extensive experience in client relationship management. In her current role, Charissa is responsible for Pathstone’s investment reporting department. This includes ensuring the accuracy and timely production of reports, as well as the training and management of several advisors. She assists in the coordination and prioritization of advisors’ projects with the goal of encouraging continued success and development here at Pathstone.

Charissa also plays an integral role in the onboarding of new clients; facilitating smooth transitions for our families. She continues to work closely with many families after the initial transition process is complete, providing ongoing support and facilitation of requests. Additionally, Charissa acts as a liaison for investment reporting and the tax department and serves on the Pathstone Investment Committee.

Her previous experience includes five years in client service at Bernstein Global Wealth Management. Charissa received a Bachelor of Science in Marketing and Management from University at Albany. She also holds the CFP® (Certified Financial Planner™) designation.  


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Boards’s initial and ongoing certification requirements.