The Greatness Machine 324 | Matthew Fleissig | Adapting to Change: Leading Teams and Clients in the Evolving Financial World
After an extensive career in the financial industry, Matthew now serves as a key figure at Pathstone, where he leads with a commitment to integrity, strategy, and client-first solutions. In this episode, Matthew shares insights from his journey at Pathstone, diving into the firm’s unique approach to wealth management and how they’re reshaping the financial landscape. He discusses the lessons he has learned about building trust with clients, leading teams with purpose, and adapting to the ever-evolving financial world. Matthew also reflects on how Pathstone's client-centric model continues to drive long-term success and create lasting impact for families and institutions alike.
In this episode, Darius and Matthew will discuss:
(00:00) Introduction to Pathstone and Matt Fleissig
(02:02) Matt's Journey: From Computer Nerd to Wealth Management
(05:55) The Birth of Pathstone: Vision and Early Days
(09:57) Understanding Family Offices and Pathstone's Unique Model
(14:05) Client Profiles: Ultra High Net Worth and Family Offices
(18:01) Innovative Services: Unbundling Wealth Management
(21:47) Scaling the Business: Technology and Automation
(26:00) Entrepreneurial Growth: Pathstone's Rapid Expansion
(30:12) Maintaining Vision: M&A and Future Directions
(30:42) Understanding Wealth Management Scale
(34:06) The Evolution of Leadership in Growing Firms
(35:15) Reinventing Leadership for Growth
(38:32) The Role of Private Equity in Growth
(40:28) Creating a Culture of Ownership
(48:22) Integrating Diverse Talents and Cultures
(54:34) Future Trends in Wealth Management
Matthew Fleissig is the CEO and co-founder of Pathstone, The Family Office, serving families, family offices, and foundations. He leads the firm’s strategic vision and innovation and serves on the Investment Oversight Committee and Executive Leadership Team. Previously, Matt was President of Pathstone and held roles at Harris myCFO and The Ayco Company, advising high-net-worth clients on investments and financial planning.
Connect with Matthew:
Website: https://www.pathstone.com/
LinkedIn: https://www.linkedin.com/in/fleissig/
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://www.youtube.com/@Thegreatnessmachine
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
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