Our Capabilities
Our capabilities
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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.
*As of October 6, 2025, including affiliate firms. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 2025. Includes regulatory assets under management, assets under advisory, and assets under administration. Please see Pathstone's ADV on adviserinfo.sec.gov for more information.
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As a Director in Pathstone’s Winter Park office, Greg is responsible for the daily oversight to the Client Service Team. He specializes in operational efficiency to enable Pathstone to pursue the highest standards of client service.

Prior to joining Pathstone, Greg was an Assistant Vice President and Client Service Manager for WaterOak Advisors and brings over 25 years of experience in the financial services industry. Greg started his career in New York City in 1993 with National Financial Services Corporation working in margin, cashiering, and risk management departments. He transferred to Florida in 2000 working in Operational roles at both Fidelity Investments and Charles Schwab.

Greg earned his BS from St. John’s University. Originally from New York City, Greg currently resides in Orlando with his wife and two children.

GROUP

Advisory Operations

PRIMARY OFFICE

Winter Park, Florida

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