Our team

Our talented team of experienced, credentialed and uniquely aligned professionals aspires to provide the highest level of client service.

Pathstone is built to provide advice based on the fiduciary standard: simply to act in our clients’ best interests always. Our teams live and breathe this daily. In addition, our ownership structure provides our talent the opportunity to become equity owners in the firm, creating additional alignment and the ability to develop a firm with multigenerational vision and infrastructure.

Committees

  • BBoard of Managers
  • LLeadership Team
  • IInvestment Oversight Committee
  • SShareholder
Loading...

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations