BARRON'S TOP INDEPENDENT ADVISORS SUMMIT | March 21-23, 2016 - Scottsdale, AZ
The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Managing Partner Paul Boyd attended this exclusive event where the nation's top independent financial advisors gathered for a chance to share ideas, grow professionally, and network amongst peers.
OAKLAND RAIDERS VS. KANSAS CITY CHIEFS | December 6, 2015 - Oakland, CA
To celebrate the hard work of the team at ClearPath this year, we had the pleasure of attending the Oakland Raiders vs. Kansas City Chiefs football game in December. In honor of Raider legend Tim Brown's induction to the Hall of Fame, Raider alumni, including Mervyn Fernandez and Isaiah Ekejiuba, paid visits to the ClearPath suite.
WEST COAST RIA INVESTMENT FORUM | October 20-21, 2015 - San Francisco, CA
Chief Investment Officer Brendan Connaughton was a panelist speaking on the topic of Alternatives: How, What and Why? For What Are They an Alternative in Your Investment Menu. Institutional Investor's 4th annual West Coast RIA Investment Forum addressed how senior representatives from the nation’s preeminent RIAs are selecting managers, finding income, capturing returns, and meeting clients’ investment objectives.
NASDAQ ENTREPRENEURIAL CENTER OPEN HOUSE |August 20, 2015 - San Francisco, CA
Members of the ClearPath team joined Nasdaq for its special Entrepreneurial Center Open House. The event allowed guests to experience the possibilities of The Center with various activities, ranging from demo stations, studio interviews, and engaging topics of conversation.
PRESS RELEASE: ClearPath Capital Partners Attends Bloomberg Technology Conference 2015 | June 15-16, 2015 - San Francisco, CA
PRESS RELEASE: ClearPath Capital Partners Attends Barron’s Top Independent Advisors Summit | March 23-25, 2015 - Scottsdale, AZ
AWARD: 2014 Finance Awards - ClearPath Named Best Boutique Wealth Management Firm | December 12, 2014 - San Francisco, CA
PRESS RELEASE: 2014 Finance Awards and Recent Media Updates | November 12, 2014 - San Francisco, CA
SUSHI BELLY TOWER UNDERGROUND SUSHI FEAST | June 27, 2014 - San Francisco, CA
ClearPath had the honor of hosting Chef Michael Stember, founder of Sushi Belly Tower, and his team for an exclusive sushi dinner in our San Francisco office. He and his team of skilled chefs shared their art of sushi making with a great group of guests. Learn more about Chef Michael Stember and Sushi Belly Tower in his interview with Primm Fox on Bloomberg Television's 'Taking Stock.'
TESLA MOTORS FACTORY TOUR | May 21, 2014 - Fremont, CA
ClearPath will be hosting a special event at the Tesla Motors Factory! We will be taking an in-depth tour of the production line where one of the most innovative vehicles of our time is made. After the tour, guests will have the chance to test drive and experience the thrill and acceleration of an electric drive. We’ll have Tesla product specialists on hand to answer any questions you may have along the way. Beverages and appetizers to follow in the Tesla Delivery Center.
PRESS RELEASE: ClearPath to Add Firm Locations | April 17, 2014 - San Francisco, CA
SPECIAL EVENT WITH THE TAHOE FUND | March 27, 2014 - San Francisco, CA
Join us for an update from the Tahoe Fund. Hilary Newsom-Callan and Terry Watt will be sharing insightful information on what's next for Lake Tahoe. The event will take place on Thursday March 27 from 6-8 P.M at the MatrixFillmore in the Marina District. There will be wine, beer, appetizers and lots of good company. If you are interested, send an email to email@example.com and we will secure your RSVP. View the Tahoe Fund's event flier for more information.
PRESS RELEASE: ClearPath Capital Partners Attends Asset Management Showcase | March 24-25, 2014 - San Francisco, CA
ASSET MANAGER SHOWCASE | March 24-25, 2014 - San Francisco, CA
This event features 18 Portfolio Managers and Specialists representing established, boutique, emerging and undiscovered managers. The Showcase streamlines the traditional fund screening, selection and due diligence path for Financial Advisors, RIAs, Research Managers and Portfolio Managers by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships. Visit the Asset Manager Showcase event page for more information.
FINANCIAL FEST 2014 | February 28-March 1, 2014 - Indian Wells, CA
Financial Fest is a Showcase of Investment Products, Services, Exhibits and Seminars. This event is an opportunity to bring everyone from beginners to established investors together with the Nation's premiere companies and investment opportunities. Visit financialfest.com for more information.
PRESS RELEASE: ClearPath Capital Partners Adds Brendan Connaughton as CIO | May 21, 2013 - San Francisco, CA