Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

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.

Bill is a Partner at Kelso & Company where he focuses on investments in Financial Services and Business Services. In addition to Pathstone, Bill is currently a director of Savant, Wellington-Altus, Eagle Foods, Ferraro Foods, Inovar, and Novvia Group. He is also active in the Firm’s investments in Ascensus and Premia Re. He was a past director of EACOM Timber. He also was active in the Firm’s past investments in Cronos, PowerTeam Services and Third Point Re.

Prior to joining Kelso in 2011, Bill worked in the Investment Banking division of Goldman Sachs. Bill earned a BA in economics from Colgate University, graduating summa cum laude, and MBA from the Stanford Graduate School of Business.

GROUP

Board of Managers


Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

Contact detail:

General Inquiry

Have a question for our team? We’re happy to help.

Contact detail: