Director
Current
Dec 2020 - Present
AeroLeads people directory · profile
Michael Cafarchia, Cfp® Email & Phone Number
Director at Pathstone
at
Pathstone
1 work email found
@pathstone.com
2 phones found area 301
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director at Pathstone
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Michael Cafarchia, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Cafarchia, Cfp® is listed as Director at Pathstone at Pathstone, a with 174 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at pathstone.com, phone signal with area code 301, and a matched LinkedIn profile for Michael Cafarchia, Cfp®.
Michael Cafarchia, Cfp® previously worked as Director at Pathstone and Associate Director at Pathstone Federal Street. Michael Cafarchia, Cfp® holds B.S, Business Administration; Finance from University Of Southern California.
Company email context
Email format at Pathstone
This section adds company-level context without repeating Michael Cafarchia, Cfp®'s masked contact details.
*@pathstone.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michael Cafarchia, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Cafarchia, Cfp®
As a Director at Pathstone, I serve as the main point of contact and in support of many of the firm's most complex client relationships. Based in the firm's Los Angeles office, I am part of the team responsible for providing customized solutions designed to meet our clients' unique financial goals and objectives. I advise on portfolio construction, asset allocation, and investment implementation, as well as assist with financial planning and administration. I work closely with other departments, such as tax, accounting, and risk management, to deliver customized and highly personal service to our clients.I earned a Bachelor of Science in Business Administration, concentrating in Finance, from the University of Southern California. I am a Certified Financial Planner™ professional and hold the Financial Industry Regulatory Authority (FINRA) Series 65 license.Outside of Pathstone, I enjoy being outdoors, and cooking and discovering new cuisines in the Los Angeles area.
Listed skills include Financial Analysis, Investments, Microsoft Excel, Microsoft Office, and 7 others.
Current workplace
Michael Cafarchia, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Pathstone
7 roles
Michael Cafarchia, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Director
Work closely with a team of senior wealth management professionals, responsible for servicing complex and sophisticated ultra high net worth clients, with over $1 billion in assets under advisement.Maintain asset allocation of client portfolios, respond to specific cash flow needs, and implement periodic portfolio rebalancing changes.Provide performance reports and customized risk-adjusted return analyses.Work closely with clients' centers of influence -- including attorneys, accountants, and bankers -- to provide a premier client service experience.
Nov 2016 - Dec 2020
Associate Director
Jul 2016 - Oct 2016
Investment Management Associate
Oct 2013 - Jul 2016
Client Service Associate
Nov 2010 - Oct 2013
Financial Advisor Intern
Headed marketing team for The Fogarty Group Wealth Management TeamContacted high net worth individuals to provide relevant industry and market research and to arrange for personal wealth management and financial planning conferencesCompiled and prepared client correspondence information
Jun 2009 - Nov 2010
Associate Research Analyst
Merchant bank specializing in mergers and acquisitions of private, high-growth companies Researched private firms with annual sales between $25M and $150M to develop possible equity transactions; compiled financial data on investment potential of researched firms Called private executives to verify corporate information and arrange conference calls with Harvey representatives
Jun 2008 - Aug 2008
Team & coworkers
Colleagues at Pathstone
Other employees you can reach at pathstone.com. View company contacts for 174 employees →
NC
Nicholas Comella
Colleague at PathstoneOrlando, Florida, United States
View →
KB
Kathleen Bowen
Colleague at PathstoneNewtown Square, Pennsylvania, United States
View →
CH
Cynthia Huppert
Colleague at PathstoneAtlanta, Georgia, United States
View →
AJ
Andrew John, Cfa
Colleague at PathstoneGreater Philadelphia, United States
View →
ZH
Zach Hanson
Colleague at PathstoneGreater Philadelphia, United States
View →
AS
Alicia Sharp
Colleague at PathstoneRoswell, Georgia, United States
View →
HM
Helena Mcgovern
Colleague at PathstoneUnited States
View →
JF
Jeanette Feldman
Colleague at PathstoneAlexandria, Virginia, United States
View →
VK
Viren Kamdar Cfp®
Colleague at PathstoneSeattle, Washington, United States
View →
RM
Richard Melosky
Colleague at PathstoneNew York City Metropolitan Area, United States
View →
Nicholas Comella
Colleague at PathstoneOrlando, Florida, United States
View →
KB
Kathleen Bowen
Colleague at PathstoneNewtown Square, Pennsylvania, United States
View →
CH
Cynthia Huppert
Colleague at PathstoneAtlanta, Georgia, United States
View →
AJ
Andrew John, Cfa
Colleague at PathstoneGreater Philadelphia, United States
View →
ZH
Zach Hanson
Colleague at PathstoneGreater Philadelphia, United States
View →
AS
Alicia Sharp
Colleague at PathstoneRoswell, Georgia, United States
View →
HM
Helena Mcgovern
Colleague at PathstoneUnited States
View →
JF
Jeanette Feldman
Colleague at PathstoneAlexandria, Virginia, United States
View →
VK
Viren Kamdar Cfp®
Colleague at PathstoneSeattle, Washington, United States
View →
RM
Richard Melosky
Colleague at PathstoneNew York City Metropolitan Area, United States
View →
2 education records
Michael Cafarchia, Cfp® education
B.S, Business Administration; Finance
Bachelor Of Science (B.S.), Business Administration, Finance
FAQ
Frequently asked questions about Michael Cafarchia, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Cafarchia, Cfp® work for?
Michael Cafarchia, Cfp® works for Pathstone.
What is Michael Cafarchia, Cfp®'s role at Pathstone?
Michael Cafarchia, Cfp® is listed as Director at Pathstone at Pathstone.
What is Michael Cafarchia, Cfp®'s email address?
AeroLeads has found 1 work email signal at @pathstone.com for Michael Cafarchia, Cfp® at Pathstone.
What is Michael Cafarchia, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 301 for Michael Cafarchia, Cfp® at Pathstone.
Where is Michael Cafarchia, Cfp® based?
Michael Cafarchia, Cfp® is based in Los Angeles Metropolitan Area, United States while working with Pathstone.
What companies has Michael Cafarchia, Cfp® worked for?
Michael Cafarchia, Cfp® has worked for Pathstone, Pathstone Federal Street, Convergent Wealth Advisors, Ubs Wealth Management, and Harvey & Company Llc.
Who are Michael Cafarchia, Cfp®'s colleagues at Pathstone?
Michael Cafarchia, Cfp®'s colleagues at Pathstone include Nicholas Comella, Kathleen Bowen, Cynthia Huppert, Andrew John, Cfa, and Zach Hanson.
How can I contact Michael Cafarchia, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Cafarchia, Cfp® at Pathstone, including work email, phone, and LinkedIn data when available.
What schools did Michael Cafarchia, Cfp® attend?
Michael Cafarchia, Cfp® holds B.S, Business Administration; Finance from University Of Southern California.
What skills is Michael Cafarchia, Cfp® known for?
Michael Cafarchia, Cfp® is listed with skills including Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Powerpoint, Social Media, Social Media Marketing, and Social Networking.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial