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.

Eddie Brown serves as Chief Growth Officer at Pathstone leading overall organic growth strategy and spearheading business development priorities by creating marketing strategies and channel expansion across the firm.

Prior to joining Pathstone, Brown served as a managing director at Schwab, where he served on the Schwab Advisor Services leadership team and as head of Schwab Advisor Family Office and the Premier Wealth Group. Brown established the family office business at Schwab which became a nationally recognized brand in the marketplace serving single and multi-family offices. Prior to Schwab, he was a senior leader at Fidelity Family Office Services driving the strategy, sales and relationship support for multi-family offices, single-family offices and wealthy families. While at Fidelity, Brown was responsible for establishing Pathstone as one of the firm’s first multi-family office relationships.

Brown holds a Bachelor of Arts degree in Business and Economics from St. Andrews University and is a graduate of the Wharton School of Executive Education through the Securities Industry Institute. Brown resides with his wife, Wendy, in Scottsdale, Arizona and is the proud father of two children.

GROUP

Business Development & Marketing

PRIMARY OFFICE

Scottsdale, Arizona


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