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.

Daniel Barton is a Director at Pathstone. Daniel works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

Daniel joins Pathstone from Crestone Capital. Prior to Crestone, Daniel was a summer associate at Goldman Sachs within the investment management division. Before his role at Goldman, Dan worked with a variety of different Colorado companies including Aimco, HomeAdvisor, and DownRiver Equipment.

Daniel received his Master of Business Administration in finance from the University of Colorado Boulder and his Bachelor of Science in economics from the University of Denver. He has been a proud Colorado resident since 2007.

GROUPS

Advisory Services

Client Advisory

PRIMARY OFFICE

Boulder, Colorado

Secondary OfficeDenver, Colorado


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