Dan Gross
Investment Committee Member at Pathstone Family Office LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Kelly Maregni | F | - |
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 17 years |
| Mark Nestrud Peters | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | 8 years |
| Matt Fleissig | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| Steve Braverman | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| David Charles Kahn | M | 72 |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| John Robert Workman | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| Paul Daniel Gloth | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
| Allan Jay Zachariah | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 14 years |
| Chris Martin | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | 8 years |
| Joseph Koch | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 11 years |
| Allison Winn Kaplan | F | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 8 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| John Robert LaPann | M | - |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice.
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | 31 years |
| Kristin Lynn Fafard | F | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 9 years |
| Alex Hart | M | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | - |
| Markus Echeverri | M | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | 2 years |
| Justine DeCoste | F | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 5 years |
| Sanjiv Sobti | M | 62 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Marc A. Utay | M | 64 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Charlie Walsh | M | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | 7 years |
| Donna M. Walsh | F | - |
The Wharton School of the University of Pennsylvania
| 14 years |
| Molly Betournay | F | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans.
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | 2 years |
| Glenn Fuhrman | M | 58 |
The Wharton School of the University of Pennsylvania
| 5 years |
| Jacob Wallenberg | M | 68 |
The Wharton School of the University of Pennsylvania
| 5 years |
| Scott Pinkus | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Eric James Godes | M | - |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | 2 years |
| Ashok Peter Jacob | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ronald Kravit | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Robert Frankfurt | M | 59 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ira W. Carnahan | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Richard John Comizio | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jamie Dinan | M | 65 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jay Wisentaner | M | 66 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Daniel F. Summa | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Kenneth Levine | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Michael Schwab | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Anthony Ecock | M | 62 |
The Wharton School of the University of Pennsylvania
| 3 years |
| Haruo Kawamura | M | 66 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ricardo Nuñez | M | 59 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Lowell Kraff | M | 63 |
The Wharton School of the University of Pennsylvania
| 3 years |
| Michael E. Dee | M | 67 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Richard Evan Donick | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Stephen Galowitz | M | 60 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Maria do Rosário Amado Pinto Correia | F | 65 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Peter Farr | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Michael Balog | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Andrew Hobson | M | 62 |
The Wharton School of the University of Pennsylvania
| 2 years |
| John Frederick Reim | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Valerie King | F | 61 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Richard Samuelson | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Laura Lee McAree | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Steven R. Saltzman | M | 60 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Gary Survis | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Steven Allen Hurwitz | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jeffrey Warshaw | M | 60 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ross Taylor | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Joseph Albert Gotuaco | M | 57 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Paul David Spence | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| James Streator | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Howard Irwin Fischer | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| David G. Proctor | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Frank V. Pottow | M | 60 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Gary Black | M | 78 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Robert Ellsworth Butman | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ed Antoian | M | 68 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Thomas Leavitt | M | 65 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Andrew Sheehan | M | 66 |
The Wharton School of the University of Pennsylvania
| 2 years |
| C. Faulders | M | 74 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jeff Russell | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Mark Ein | M | 59 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Leslie Kilgore | F | 58 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Doug Alexander | M | 62 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Kevin McCarthy | M | 64 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Thomas Robert Moyes | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jonathan Schwartz | M | 62 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Julie Edwards | F | 65 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Edward Shapiro | M | 59 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Harvey Ira Hanerfeld | M | 62 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Terren Peizer | M | 65 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Peter Kellogg | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Robert W. Lally | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Gilbert Schneider | M | 78 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Celia Chapman | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Bill DeLaney | M | 68 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Eric D. Kogan | M | 60 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Michael Klein | M | 60 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Glenn Tongue | M | 65 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Eric Schwartz | M | 61 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jan L. Garfinkle | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Paul Taubman | M | 63 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Mark Jackson Walker | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Derek Robert Stone | M | 66 |
The Wharton School of the University of Pennsylvania
| 2 years |
| John Santoleri | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Rich Golinski | M | - |
The Wharton School of the University of Pennsylvania
| 3 years |
| Matthew Buten | M | 62 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ruth M. Levine | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| John A. Tobin | M | 58 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Gene Mannheimer | M | - |
The Wharton School of the University of Pennsylvania
| 3 years |
| Fernando Torres-Torija | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| John W. Hollyer | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Sylvia Brown | F | - |
The Wharton School of the University of Pennsylvania
| - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Dan Gross
- Personal Network
