Cassandra Marie Puhalla

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 02/2017
  J.P. Morgan Asset Management
  New York, NY
• 05/2021 → 03/2024
  Crestone Asset Management, Llc
  Boulder, CO
• 04/2024 → Present
  Pathstone
  Boulder, CO
• 02/2017 → 01/2021
  J.P. Morgan Asset Management
  New York, NY
• 01/2021 → 05/2021
  J.P. Morgan Asset Management
  New York, NY

Previous Registrations

• 2021-05-18 → 2024-04-12
  Crestone Asset Management Llc
  Boulder, CO

Other Businesses

Entity Name: Boulder Museum of Contemporary Art (BMoCA) Investment related: No Address: 1750 13th Street, Boulder, CO 80302 Nature of the other business: BMoCA has been a cultural cornerstone within the Boulder community. Each year, the museum presents an ambitious exhibition schedule and an innovative series of education programs and outreach initiatives for all audiences. Position/Title/Relationship: Member of the Board of Directors Start Date: January 2023 Approximate # of hours a month: ~2 hours Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As a member of the Board of Directors, I will manage fiduciary responsibilities and provide BMoCA's Executive Director and Deputy Director with strategic advice related to the organization and its mission.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-23
• S63 Uniform Securities Agent State Law Examination
  2011-09-14

Designations

• Chartered Financial Analyst

Other Names

• Cassandra Puhalla