Allan Jay Zachariah

Directeur Général chez PFO-FSA

Profil

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.

Postes actifs de Allan Jay Zachariah

Sociétés	Poste	Début
Pathstone Family Office LLC	Président	01/06/2022
PFO-FSA	Directeur Général	-

Anciens postes connus de Allan Jay Zachariah

Sociétés	Poste	Fin
Harris myCFO LLC	Corporate Officer/Principal	30/05/2010
Arthur Andersen LLP	Corporate Officer/Principal	-
BDO USA PC	Corporate Officer/Principal	-
Grant Thornton LLP	Corporate Officer/Principal	-

Formation de Allan Jay Zachariah

University of Kentucky

Undergraduate Degree