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.

Dave Griesbauer is a Director and shareholder at Pathstone. Dave is responsible for developing and implementing technology solutions to enable the firm to work more efficiently and enhance client services.

Dave joins Pathstone from Crestone Capital, where he managed strategic and tactical execution of firmwide business intelligence tools and applications. Prior to Crestone, Dave was a client success manager at IHS Markit, a world leader in critical information, analytics, and expertise to forge solutions for the major industries and markets that drive economies worldwide. Before moving to Boulder, he led front office technology initiatives at number of large mutual fund companies and independent asset managers, in Boston and New York.

Dave received his Bachelor of Business Administration in management information systems from the Sellinger School of Business and Management at Loyola University, Maryland.

Dave is a member of the F2 strategy WealthTech Executive Forum and the Datos CIO/CTO Research Council. Dave lives in Boulder, Colorado with his wife, a professional triathlete, and two yellow labs.

GROUPS

Firm Operations

Technology

PRIMARY OFFICE

Boulder, Colorado

Secondary OfficeDenver, Colorado


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