Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

We are pleased to share that Mill Creek Capital Advisors is now part of Pathstone. This combination supports Pathstone’s commitment to serving ultra-high-net-worth families, endowments, and foundations and builds on our established presence in the Philadelphia metro area.

Learn more here.

We are excited to share that Mill Creek is now part of Pathstone.


CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Amy is a Director of Client Advisory in Pathstone’s Boston office. Amy joins Pathstone after spending over 15 years with Morgan Stanley, where her team served approximately 50 families as an outsourced family office.  Prior to Morgan Stanley, Amy spent 10 years at Goldman Sachs working with many of the same families.  Her work has centered on operational support across client service and advisory functions.

She graduated from Stonehill College and lives in Winthrop, Massachusetts with her husband, daughter and two dogs.

GROUP

Client Advisory

PRIMARY OFFICE

Boston, Massachusetts


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