Edward Patron serves as Managing Director and shareholder at Pathstone.

Before joining Pathstone, Ed was Managing Director and led the Information Technology group at Hall Capital Partners, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He was also a member of the firm’s Investment Review Committee.

Prior to Hall Capital Partners LLC, Ed was Chief Technology Officer at Round Table Investment Management, and Chief Technology Officer and Head of Investment Operations at Charles Schwab Investment Management. Ed also served as Director of Information Technology at Standard Pacific Capital and as Vice President at J.P. Morgan Securities, managing information technology for the research department. Earlier in his career, he held technology and operations positions at Massachusetts Financial Services and Fidelity Investments in Boston.

Ed earned a Bachelor of Science in Engineering from the Massachusetts Institute of Technology.