Kelly Maregni is the President of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. Kelly is the strategic leader and visionary of the Advisory practice, which includes Investment Advisory, Research, Tax, Accounting, Wealth Planning, and the Regional Leadership Teams. Kelly is a shareholder, a voting member of the firm’s Investment Oversight Committee, and a member of the Executive Leadership Team. Prior to her role as President, she served as the Chief Advisory Officer at Pathstone.