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Steve Braverman

Co-CEO

With more than 25 years of professional experience working with family offices and advising families on their total wealth management as Co-CEO of Pathstone Federal Street, Steve Braverman also is a partner and a voting member of the firm’s Investment Committee as well as serves on the firm's Executive Committee and Board of Managers. Prior to Pathstone Federal Street, Steve served as an Executive Managing Director at Pathstone Family Office. His 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), Steve had the distinction of representing the ultra high net worth market segment on the Senior Management Committee for Harris Private Bank.  

Steve frequently speaks at industry conferences and is a regular contributor to the media on a wide range on subjects regarding high net worth families, their investment options and an integrated approach to achieving multigenerational goals. In 2007, he was nominated by Institutional Investor’s “Private Asset Management” magazine for Family Office of the Year. Steve was the first recipient of Societe General’s “Leading Edge Advisor” award in 2008 and was ranked (#3) for Investment News‘ list of “RIA Giants Top 50” independent registered advisors list. Worth Magazine recently identified him as a “Leading Edge Advisor” and profiled him in its May/June 2009 issue.  In addition, Pathstone Family Office recently won the 2013 PAM Award for Best Multi-Family Office of the year.  

Steve has authored a number of White Papers highlighting how families of wealth can think about their investment challenges and opportunities. His work on the very innovative “Dual Asset Class” approach to Asset Allocation has been featured frequently in the press. 

Outside of his professional commitments, he is actively involved with various local and not-for-profit organizations in a range of capacities. Steve is on the Englewood Hospital and Medical Center Foundation Board of Trustees, Yale-New Haven Hospital Investment Committee. He holds a Bachelor of Arts Degree in Economics from the University of Pennsylvania, and attended the Keller Graduate School of Management MBA Finance Program.  

 

Pathstone Federal Street ("Pathstone") is an SEC‐registered investment adviser. The "Leading Edge Advisor" award is granted by Structured Products Association, an independent association unaffiliated with Pathstone. The LeadingEdge awards are given to the top investment advisors, brokers and professional in the Americas who have demonstrated superior results for clients in using investments known as “structured products” in managed portfolios.  Additional information on the factors involved for inclusion in this ranking can be found at the following location: http://www.prnewswire.com/news-releases/structured-products-association-announces-winners-of-the-2008-first-annual-leadingedge-awards-for-investment-professionals-57272232.html    
 
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

Pathstone Federal Street ("Pathstone") is an SEC‐registered investment adviser. The "The RIA Top 50 fee-only registered investment advisers ranked by discretionary assets undermanagement" is granted by Investment News magazine, an independent association unaffiliated with Pathstone.   Investment News  RIA Database's Top 50 Fee-Only Advisor Report ranked registered investment advisers (RIAs) based on discretionary assets under management as defined by the Security and Exchange Commission as of Sept. 30, 2008. Firms were included based on the following criteria: 1. Greater than 50% of their business must serve the retail marketplace 2. They must provide financial planning services, portfolio management for individuals, or conduct due diligence on third party advisers. 3. They must not be doing business as a broker-dealer, bank or insurance company. 4. They must not charge commissions, and must have registered rep employees at the firm. Source: RIA DATABASE(RIADATABASE.COM)  Additional information on the factors involved for inclusion in this ranking can be found at the following location: http://www.investmentnews.com/article/20081130/REG/811259865/the-ria-giants-top-50-fee-only-registered-investment-advisers-ranked
 
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

Pathstone Federal Street ("Pathstone") is an SEC‐registered investment adviser. The "Best Family Office – Client Service" is granted by Private Asset Management magazine (PAM), an independent association unaffiliated with Pathstone. http://www.pammagazine.com/pam-award-winners-2012-revealed/
 
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 
 
Pathstone Federal Street ("Pathstone") is an SEC‐registered adviser. The PAM Award "Best Multi‐Family Office" is granted by Private Asset Management magazine, an independent association unaffiliated with Pathstone. The PAM Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, who have proven them‐selves over the course of 2012. Judgment is based on financial progress, growth in client numbers and product innovation. Winners were determined by an independent panel of industry experts, based on applicants requesting to be included in the various categories.  Additional information on the factors involved for inclusion in this ranking can be found at the following location: View PDF

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation.