Steve Braverman is Co-Founder and Executive Managing Director of Pathstone Family Office, an independent, family and employee owned integrated wealth management organization providing multi-generational financial management and customized investment advisory to families of significant wealth. He has more than 22 years of professional experience working with family offices and advising families on their total wealth management.
Prior to co-founding Pathstone Family Office, Mr. Braverman served as President of Harris myCFO Investment Advisory Services, LLC. In that role, he had broad national responsibility for all aspects of myCFO’s investment platform. Within the broader Harris enterprise (myCFO’s parent company) Steve had the distinction of representing the Ultra High Net Worth market segment on the Senior Management Committee for Harris Private Bank. Braverman frequently speaks at industry conferences and is a regular contributor to the media on a wide range on subjects regarding high net worth families, their investment options and an integrated approach to achieving multigenerational goals. In addition to the aforementioned businesses, Braverman also serves on the Advisory Boards for the following entities: Fortigent, Skybridge Capital, Seraph Group, Pershing Advisor Solutions and Pimco’s RIA Advisory Board.
In 2007, he was nominated by Institutional Investor’s “Private Asset Management” magazine for Family Office of the Year. Steve was the first recipient of Societe General’s “Leading Edge Advisor” award in 2008 and was ranked (#3) for Investment News list of “RIA Giants Top 50” independent registered advisors list. Worth Magazine recently identified him as a “Leading Edge Advisor” and profiled him in their May/June 2009 issue. In addition, Pathstone Family Office won the 2012 Private Asset Management (“PAM”) magazine award for “Best Multi-Family Office Client Service – under $2.5 billion” and recently won the 2013 PAM Award for “Best Multi-Family Office of the Year.”
Steve has authored a number of White Papers highlighting how families of wealth can think about their investment challenges and opportunities. His work on the very innovative “Dual Asset Class” approach to Asset Allocation has been featured frequently in the press.
Outside of his professional commitments, Braverman is actively involved with various local and not-for-profit organizations in a range of capacities. Braverman is on the Englewood Hospital and Medical Center Foundation Board of Trustees, Yale-New Haven Hospital Investment Committee, the Dwight-Englewood School Board of Trustees and Co-Chair of the Investment Committee.
Mr. Braverman holds his Bachelor of Arts Degree in Economics from the University of Pennsylvania, and attended the Keller Graduate School of Management MBA Finance Program.
Steve’s daughter, Heather, is currently a student at the USC School of Dramatic Arts. Both Steve and his wife, Abbey, have made a significant contribution to the School and are currently serving as our Parent Ambassadors for the tri-state area.