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.
Terms & DisclosuresGeneral InquiriesPrivacy Policy

Kristen Josephs is a Principal and a shareholder at Pathstone. Kristen acts as a strategic investment advisor to multigenerational families and charitable endowments.

Prior to joining Pathstone, Kristen was a Principal in the Portfolio Management Group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) which advised on $45 billion of client assets. Kristen began her career at Hall Capital in 2011 as an Analyst in the firm’s Portfolio Management practice.

Kristen graduated from Georgetown University McDonough School of Business with a Bachelor of Arts in Finance. She also earned an MBA from Columbia Business School.

Kristen enjoys spending time with family, coffee, and sunrises. The best days include all three.

 

GROUPS

Advisory Services

Client Advisory

PRIMARY OFFICE

New York, New York

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