Gillian is an Associate Director based in Pathstone’s Washington, DC area office. She works closely with ultra-high-net-worth clients to deliver personalized financial solutions across portfolio construction, asset allocation, and estate and tax planning. Gillian is deeply involved in every step of her clients’ financial journeys, providing consistent support and thoughtful guidance. She is also an active member of Pathstone’s HerPath committee, contributing to initiatives that empower women in wealth management.

Prior to joining Pathstone, Gillian served as an Associate Client Advisor at Bessemer Trust, a privately owned, independent multifamily office where she provided comprehensive wealth management services to high-net-worth individuals, families, foundations, and endowments.

She has degrees from the University of Maryland in Government and Politics and Germanic Studies. Gillian is also a Certified Financial Planner™ professional.

Outside of work, Gillian enjoys reading, playing pool, yoga, baking, and spending time with her dog, Benedict.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.