Allison Winn Kaplan
Corporate Officer/Principal at Investment Management Consultants Association
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| 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 |
| Kelly Maregni | 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 |
| 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 |
| 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 |
| 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. | 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 |
| 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 |
| Dan Gross | 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 |
| Christine Gaze | F | - |
Investment Management Consultants Association
| 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 |
| 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 |
| 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. | 8 years |
| W. Glenn Parker | M | - |
Investment Management Consultants Association
| - |
| Michael Lent | M | - |
Investment Management Consultants Association
| - |
| Scott David Welch | M | - |
Investment Management Consultants Association
| 2 years |
| Patricia Farrar-Rivas | F | - |
Investment Management Consultants Association
| - |
| Ed Baker | M | 73 |
Investment Management Consultants Association
| - |
| Shannon A. King | M | - |
Investment Management Consultants Association
| - |
| David Blisk | M | - |
Investment Management Consultants Association
| - |
| Peter Charles Sinatra | M | 56 |
Investment Management Consultants Association
| - |
| Todd J. Wagenberg | M | - |
Investment Management Consultants Association
| - |
| Libet Anderson | F | - |
Investment Management Consultants Association
| 2 years |
| Tim Whiting | M | - |
Investment Management Consultants Association
| - |
| Brian Konish | M | - |
Investment Management Consultants Association
| - |
| Desiree Maldonado | F | - |
Investment Management Consultants Association
| - |
| Thomas Bidwell | M | - |
Investment Management Consultants Association
| - |
| Roger Capen Shaffer | M | - |
Investment Management Consultants Association
| - |
| Jason B. Stewart | M | - |
Investment Management Consultants Association
| - |
| Steven C. Weisman | M | - |
Investment Management Consultants Association
| - |
| James E. Brady | M | - |
Investment Management Consultants Association
| - |
| James Watson | M | 69 |
Investment Management Consultants Association
| - |
| W. Craig Reed | M | - |
Investment Management Consultants Association
| - |
| Rex Phillip Macey | M | - |
Investment Management Consultants Association
| - |
| Thomas J. MacKell | M | 82 |
Investment Management Consultants Association
| - |
| Katherine E. Nixon | F | - |
Investment Management Consultants Association
| - |
| Brian S. Hamburger | M | - |
Investment Management Consultants Association
| - |
| Margaret MacCarthy Bacon | F | - |
Investment Management Consultants Association
| - |
| Rose Cammareri | F | - |
Investment Management Consultants Association
| - |
| Tyler Finlinson | M | - |
Investment Management Consultants Association
| - |
| Mary Anne Wiley | F | - |
Investment Management Consultants Association
| - |
| Sean R. Walters | M | - |
Investment Management Consultants Association
| - |
| John A. Gomez | M | - |
Investment Management Consultants Association
| - |
| Nick Feild | M | - |
Investment Management Consultants Association
| - |
| Jud Durel | M | - |
Investment Management Consultants Association
| - |
| Peter M. Gorman | M | - |
Investment Management Consultants Association
| - |
| Jack Baldwin | M | - |
Investment Management Consultants Association
| - |
| Jay E. Pluimer | M | - |
Investment Management Consultants Association
| - |
| Gregory Ballew | M | - |
Investment Management Consultants Association
| - |
| Paul B. Silverman | M | 79 |
American University
| 23 years |
| Mike Kurz | M | - |
Investment Management Consultants Association
| - |
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. | 6 years |
| Kristin Lynn Fafard | 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. | 1 years |
| Fariborz Kamal | M | 61 |
American University
| 4 years |
| Marianne Ajayi | F | - |
American University
| 5 years |
| L. Batya Schwartz Ehrens | F | - |
American University
| 4 years |
| Henry Wong | M | - |
American University
| 3 years |
| Guerman Kornilov | M | - |
American University
| 5 years |
| David Lahire | M | - |
American University
| 7 years |
| Patrick B. Rien | M | - |
American University
| 3 years |
| William Jacobs | M | 82 |
American University
| 16 years |
| Adam Szakmary | M | 45 |
American University
| 2 years |
| Soo Yun Chun | F | - |
American University
| 4 years |
| David T. Foster | M | - |
American University
| 4 years |
| Nabila Ali | F | 41 |
American University
| 4 years |
| Corey Schiller | M | - |
American University
| 4 years |
| Asher Raphael | M | - |
American University
| 3 years |
| Shahab Issa Abu Shahab | M | - |
American University
| 4 years |
| Saud Mohammad Al-Sabhan | M | 51 |
American University
| 2 years |
| Heidi Gorman | F | - |
American University
| 4 years |
| Laura Ann Schlockman | F | - |
American University
| 4 years |
| Ching Siew Eii | M | 77 |
American University
| 3 years |
| Chris Maxey | M | - |
American University
| 4 years |
| Abdulwahab bin Said Al-Qahtani | M | - |
American University
| 3 years |
| Orinbasar Kuatov | M | - |
American University
| 2 years |
| Melanie Strong | F | - |
American University
| 2 years |
| Jeffrey Little | M | - |
American University
| 2 years |
| Neal Sharma | M | 47 |
American University
| 4 years |
| Rajesh Suri | M | - |
American University
| 3 years |
| Rochelle Kleter | F | - |
American University
| 4 years |
| Kristina Monshaw | F | - |
American University
| 4 years |
| Jay Saunders | M | - |
American University
| 1 years |
| Yevgeniy Vyacheslavovich Gushcha | M | - |
American University
| 4 years |
| Louie Sobong | M | - |
American University
| 4 years |
| H. Michael Afshar | M | - |
American University
| 4 years |
| Teresa Y. Bernstein | F | - |
American University
| 3 years |
| Michael J. Harrison | M | - |
American University
| 2 years |
| Michael Hompesch | M | - |
American University
| 4 years |
| Jonathon Skeels | M | 42 |
American University
| 3 years |
| Paige A. Hart | F | - |
American University
| 4 years |
| Kenneth C. Johnson | M | - |
American University
| 3 years |
| John Gebeily Gebeily | M | - |
American University
| 3 years |
| Kevin J. Barker | M | - |
American University
| 4 years |
| Reuben Ackerman | M | - |
American University
| 4 years |
| Ismail Sadek | M | - |
American University
| 4 years |
| Veronica Colondam | F | 52 |
American University
| 4 years |
| Thanh Ngoc Nguyen | F | 52 |
American University
| 4 years |
| Abdullah bin Khalid Naser Al-Qahtani | M | - |
American University
| 1 years |
| Kara McElduff | F | - |
American University
| 4 years |
| Cindy S. Ahn | F | 51 |
American University
| 3 years |
| Yulia Taushanova | F | - |
American University
| 4 years |
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
- Allison Winn Kaplan
- Personal Network
