Pathstone
Amy DeFer Geiger, CPA is a Managing Director, Family Office - Accounting & Financial Reporting at Pathstone, a U.S.-based wealth advisory firm. Prior to this role, they served as a Director of Finance at Novelis, where they led the development of global processes and financial systems. Amy also worked as a Director of Financial Reporting & Consolidations at Novelis. Before joining Novelis, Amy held various positions at WestRock Company, including Director of Corporate Accounting & Reporting. Amy has also worked at Frazier & Deeter, LLC as an Audit Senior, and at KPMG US as an Audit Associate. Amy began their career as a Graduate Teaching Assistant at the University of Tennessee and previously interned at KPMG US. Their experience includes financial reporting, consolidations, accounting, and auditing.
Amy DeFer Geiger, CPA completed their education in accounting with a BBA degree from the University of Georgia - Terry College of Business in the years 2000-2004. Amy further pursued their studies and obtained a Masters degree in accounting from the University of Tennessee, Knoxville between 2004 and 2005. In 2007, they obtained their certification as a Certified Public Accountant from the State of Georgia.
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Pathstone
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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com