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.

Eric Shulenberger is a Director and shareholder on the Fixed Income & Trading team at Pathstone, based in the Philadelphia Metro Area Office. He is a member of the Fixed Income & Trading group, which is responsible for constructing and managing customized investment grade fixed income portfolios on behalf of wealthy families and entities.

Prior to joining Pathstone, Eric spent 18 years at Veritable, LP, actively involved in day-to-day equity trading and all aspects of taxable fixed income portfolio management including strategy formulation and trade execution. He was a partner of the firm.

Eric graduated summa cum laude from Shippensburg University, where he earned a Bachelor of Science in Business Administration while majoring in both Finance and Economics.

Outside of the office, Eric can often be found helping coach his son’s youth soccer and baseball teams and attending his daughter’s numerous dance competitions and recitals. He and his wife reside in the Philadelphia suburbs with their two children.

GROUPS

Advisory Services

Investment Research


Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

Contact detail:

General Inquiry

Have a question for our team? We’re happy to help.

Contact detail: