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Matthew Fleissig CIMA®

President

President of Pathstone Federal Street, Matthew Fleissig is also a partner of the firm and a voting member of the firm’s Investment Committee as well as serving on the firm’s Executive Committee and Board of Managers.

Prior to his role as President, Matthew served as a Managing Director at Pathstone Family Office. Prior experiences include the role of Principal for Harris myCFO Investment Advisory Services and a Financial Planner at The Ayco Company, A Goldman Sachs Company. Matt was a member of Harris Bank’s Outside Advisor Review Committee, a select group of 12 senior investment professionals, which directed manager due-diligence, search and selection for the bank’s $60 billion platform. He was also a member of Harris Bank’s Investment Management Committee, where policies for asset allocation, alternative investments, equity and fixed income managers and compliance are decided at the firm level. At Ayco, Matt provided comprehensive financial counseling to Fortune 500 executives and high net worth individuals. Clients were advised on investment opportunities, complex tax issues, estate planning and benefits and compensation decisions. 

Matt earned a Bachelor of Arts in Economics from Muhlenberg College in Allentown, PA and obtained an MBA in Finance from Fairleigh Dickinson University in Madison, NJ. While at Fairleigh Dickinson University, he was accepted in to Beta Gamma Sigma, the international honor society for AACSB accredited business schools. Matt holds the CIMA® (Certified Investment Management Analyst) designation and is a member of the Investment Management Consultants Association. He is also a member of the Young President’s Organization (YPO) — one of the world’s premier leadership organizations of chief executives. Matt’s YPO membership is a reflection of the strong client-focused organization that he has helped build at Pathstone.