Matthew Fleissig

Matthew Fleissig General Information

Biography

Mr. Matthew Fleissig is a Co-Founder and served as Chief Executive Officer, Board Member & Member of the Investment Oversight Committee at Pathstone Federal Street. He is a shareholder, a voting member of the firm's Investment Oversight Committee, a member of the Executive Leadership Team, and serves on the Board of Managers. Before his role as CEO, he served as President at Pathstone Family Office. Earlier in his career, he held positions at Harris myCFO Investment Advisory as a Principal and at The Ayco Company, A Goldman Sachs Company, as a Financial Planner. He 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, he 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. He earned a Bachelor of Arts in Economics from Muhlenberg College in Allentown, PA, and an MBA in Finance from Fairleigh Dickinson University in Madison, NJ. While at Fairleigh Dickinson University, he was accepted into Beta Gamma Sigma, the international honor society for AACSB-accredited business schools. He is a member of the Young Presidents' Organization (YPO) - one of the world's premier leadership organizations of chief executives. His YPO membership reflects the strong client-focused organization he helped build at Pathstone.