Pathstone Acquires Cornerstone Capital Group
Transaction Details
Pathstone, led by President Matthew Fleissig, is an independently operated, partner-owned multigenerational family office based in Englewood, New Jersey, offering strategic wealth management and customized investment services to high-net-worth and ultra-high-net-worth individuals and families, family offices, and select institutions.
Cornerstone Capital Group, founded in 2013 and led by Founder and CEO Erika Karp, is a New York-based financial services firm focused on enabling investors to achieve targeted impact goals without sacrificing investment performance, working with families, foundations, endowments, and multifamily offices to develop customized investment strategies.
has acquired
“The depth and laser focus of Cornerstone, together with the scale and strength of Pathstone, now creates the preeminent Impact Investment Advisory platform in the field.”
Erika Karp — Founder & CEO, Cornerstone Capital Group