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Announced

Completed

Lovell Minnick Partners-backed Pathstone completed the merger with Cornerstone Capital Group.

Synopsis

Lovell Minnick Partners-backed Pathstone, an independently operated advisory firm, completed the merger with Cornerstone Capital Group, an SEC-registered investment advisor. Financial terms were not disclosed. "We believe that by empowering clients to amplify the impact of their investments and aligning their goals with their values, clients can enhance returns and foster positive impact. With Erika and her team set to lead and energize these efforts, Pathstone is set to further establish itself as a real thought leader in this critically important area," Matthew Fleissig, Pathstone President.

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