Cassandra Puhalla, CFA - Email & Phone Number

Managing Director and Shareholder at Pathstone

Cassandra Puhalla, CFA is based out of Boulder, Colorado, United States and works at Pathstone as Managing Director and Shareholder.

Cassandra Puhalla, CFA's Contact Information

Latest update

April 30, 2024

Location

Boulder, Colorado, United States

Cassandra Puhalla, CFA's Work History

Managing Director and Shareholder

Pathstone

Apr 2024 - Present

Senior Director, Client Advisory

Crestone Capital, LLC

May 2021 - Apr 2024

Executive Director, Portfolio Manager, Multi-Asset Solutions

J.P. Morgan Asset Management

Jan 2021 - May 2021

Vice President, Portfolio Manager, Multi-Asset Solutions

J.P. Morgan Asset Management

Feb 2017 - Jan 2021

Associate, Multi-Asset Solutions Portfolio Management

J.P. Morgan Asset Management

Jul 2016 - Feb 2017

Associate to the CEO of J.P. Morgan Global Investment Management

J.P. Morgan Asset Management

Jul 2014 - Jul 2016

Cassandra Puhalla, CFA's Education

Brown University

Bachelor of Arts

2007 - 2011

Cassandra Puhalla, CFA's Skills

Microsoft Excel

Financial Analysis

PowerPoint

Bloomberg

Analysis

Series 7

Cassandra's current employer

Pathstone

Description

Pathstone is an independent family and partner owned advisory firm providing objective advice to families, family offices and select inst...

Website

pathstone.com

HQ Location

Englewood, New Jersey, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Pathstone

Frequent questions about Cassandra Puhalla, CFA

What company is Cassandra Puhalla, CFA working for?

Cassandra Puhalla, CFA works for Pathstone.

What is Cassandra Puhalla, CFA's function at Pathstone?

Cassandra Puhalla, CFA is Managing Director and Shareholder at Pathstone.

Where is Cassandra Puhalla, CFA based?

Cassandra Puhalla, CFA is based out of Boulder, Colorado, United States.

Who are Cassandra Puhalla, CFA's co-workers?

Cassandra Puhalla, CFA's colleagues are Matthew Fleissig, Kelly Maregni, Steve Braverman, Allan Zachariah, Erinn Cerreta, Avery Long, Scott Wilson, Matthew Lettinga, Martisha Patterson, Andrea Leech, Fred Bacani, Mark Peters, Jonathan Scott, Mike Slud, Brian Badgley, Craig Metrick, Robert Lazaroff, Daniel Gross, Phil Miller, Rob Overall, Cynthia Buelter, Henry Dudley, Alexandra Taraska, Katherine Pease, Katie Robinette, Eric Price, Shawna Bay, Kelwin Newman, Cynthia Mendoza Buelter, Susan Wittliff, Rebecca Judd, Brendan Treanor, Laurie Halulakos, James Whalen, Jeremy Connerton.

Cassandra's co-workers

Matthew Fleissig

Chief Executive Officer

Senior Vice President, Real Estate & Workplace Strategy

Avery Long

Senior Associate, Client Solutions Coordinator

Director | Investment Operations & Technology

Executive Managing Director

Cynthia Mendoza Buelter

Director | Investment Operations & Technology

Susan Wittliff

Partner & Managing Director

Associate Director – Client Advisory

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