Steve Braverman
Steve Braverman is the Co-Founder and Co-CEO of Pathstone. His professional experience extends 25 years of working with family offices and advising families on their wealth. He is a thought leader and regular contributor to the media on a wide range of subjects, including the approach to multigenerational wealth management. Braverman has written a number of white papers highlighting how families of wealth can think about their investment challenges and opportunities.
Steve Braverman Professional Experience / Academic History
Professional Experience
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Co-Founder and Co-CEO
Academic History
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BA, Economics
- Braverman is a Partner and a voting member of the Pathstone's Investment Committee.
- He had the distinction of representing the ultra-high net worth market segment on the Senior Management Committee for Harris Private Bank.
- He is actively involved with various local and not-for-profit organizations in a range of capacities.
- He is on the Englewood Hospital and Medical Center Foundation Board of Trustees and Yale-New Haven Hospital Investment Committee.
- Under his leadership, Pathstone has received national recognition:
- “Best Ultra High Net Worth Muti-Family Office” by Private Asset Management
- “Top 20 RIA Leaders” by Financial Planning Magazine
- “Top 300 Financial Advisors” by the Financial Times
- “Top 100 Independent RIA’s” by Barron’s Magazine