Cassandra Puhalla

Finance professional, Foodie, Investor, World traveler

As a Managing Director and Shareholder, Cassie serves as a trusted advisor to entrepreneurs and executives and helps provide effective solutions to meet clients’ unique financial and personal objectives. Cassie provides clients with customized and integrated wealth management solutions, including investment strategy development and implementation, holistic balance sheet advisement, concentrated position management, and wealth preservation and transfer planning. Cassie joined Pathstone as a result of the acquisition of Crestone Capital LLC. Prior to joining Crestone, Cassie spent a decade at J.P. Morgan Asset Management in New York City, most recently working as an executive director and portfolio manager on the multi-asset solutions team. In this role, she was responsible for asset allocation, manager selection, and tactical decision making for over $100 billion dollars in retirement assets. Cassie received her Bachelor of Arts in commerce, organizations, and entrepreneurship from Brown University. She is a CFA® charterholder. Cassie serves on the board of directors for the Boulder Museum of Contemporary Art (“BMoCA”), as well as Cents Ability, Inc., a nonprofit dedicated to educating and empowering high school students to achieve their goals through prudent and informed management of their financial resources.

Financial literacy, impact investing, leaving our planet in better shape than how we found it

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