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.

Emily Winslow is an Associate Director at Pathstone based in the Denver, Colorado office. Emily serves as the Advisory Services Lead and client service coordinator for various high net worth clients, institutions, and family office relationships. In her role, she works closely with Managing Director, Craig Metrick, with clients to produce and execute thoughtful solutions designed to meet their unique financial and values-aligned impact objectives. These solutions include personalized ESG and impact portfolio construction, asset allocation advice, family office management, cash flow engineering, grant administration and research.

Emily joined Pathstone after working as Chief of Staff at Change Finance supporting the firm with operations and investor relations pertaining to ESG investment products including fossil fuel free ETFs. Emily has spent over 10 years working with high net worth individuals, family offices, and private foundations across the United States through her work at Social Venture Circle and PeakChange. She has guided ESG wealth building strategies, identified and sourced catalytic impact investments, created investor education opportunities, curated impact investing field building events, and managed ESG portfolios.

Emily holds a M.A. in International Development from the Josef Korbel School at The University of Denver and earned her B.A. in Sociology and Religious Studies from Connecticut College. She serves on the Programmatic Investment Committee at the Women’s Foundation of Colorado and is Co-Chair of the Beyond Our Borders Giving Circle at the foundation. Past Board Service includes Conveners.org, Impact Metropolis, and Global Fund for Women.

GROUPS

Advisory Services

Client Advisory

PRIMARY OFFICE

Winter Park, Florida


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