Allan Jay Zachariah
Chief Executive Officer at PFO-FSA
Profile
Mr. Allan J.
Zachariah, CPA, is a Co-Chairman at Pathstone Family Office LLC and a Co-Chief Executive Officer at PFO-FSA. He is on the Board of Directors at Pathstone Family Office LLC.
He is a shareholder and a member of the firm’s Executive Leadership Team.
He served as Co-CEO from the inception of Pathstone through June 2022.
Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.
Prior to co-founding Pathstone Family Office in 2010, Mr. Zachariah in 2000 worked as a Managing Director of Harris myCFO, he opened the Atlanta office of myCFO and led the office through a period of significant growth, increasing assets under advisement to more than $1 billion during his tenure.
He also assisted in the opening of the Northeast office of Harris myCFO in 2006 and became Co-Managing Director of East Coast operations in 2007.
He has also served as a partner and National Director of Estate Planning for Grant Thornton and as a partner and member of the National Estate and Gift Planning Team at BDO Seidman, both in Atlanta.
He began his career as an accountant with the Louisville, KY office of Arthur Andersen developing the office’s Family Wealth Practice and the Real Estate Service Group for Kentucky and Southern Ohio.
Mr. Zachariah earned his bachelor's degree in accounting from the University of Kentucky.
He is a member of the American Institute of CPAs, the Georgia Society of CPAs and the Board of Governors for the Buckhead Club.
He is also a member of the National Board of Governors of the American Jewish Committee and the Advisory Board to the University of Kentucky Von Allmen School of Accountancy.
Allan Jay Zachariah active positions
| Companies | Position | Start |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Chairman | 2022-05-31 |
PFO-FSA
 PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Chief Executive Officer | - |
Former positions of Allan Jay Zachariah
| Companies | Position | End |
|---|---|---|
Harris myCFO LLC
 Harris myCFO LLC Investment ManagersFinance Harris myCFO LLC provides investment advisory services. It acts as an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. The company was founded in and is headquartered in | Corporate Officer/Principal | 2010-05-29 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
BDO USA PC
 BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Grant Thornton LLP
 Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Allan Jay Zachariah
| University of Kentucky | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Harris myCFO LLC
Harris myCFO LLC Investment ManagersFinance Harris myCFO LLC provides investment advisory services. It acts as an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. The company was founded in and is headquartered in | Finance |
Grant Thornton LLP
Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Commercial Services |
BDO USA PC
BDO USA PC Miscellaneous Commercial ServicesCommercial Services BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY. | Commercial Services |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
PFO-FSA
PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Finance |
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