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.

Meghan is a Director and shareholder in Pathstone’s Philadelphia metro area office. Prior to Pathstone, Meghan spent 17 years with Veritable, LP, serving as the Administrative Officer of Investor Relations and Fund Administration for affiliated funds. She is also a senior member of the operating and structuring team and serves as a primary liaison between advisory teams, research, and institutional investors. Additionally, she serves on the Philadelphia metro affiliated funds Partnership Operation Committee.

Before joining Veritable, LP in 2006, Meghan was a fund administrator at Bessemer Trust in New York for six years.

Meghan is a graduate of Rutgers University, where she earned her Bachelor of Arts in Economics with a minor in Labor Studies.

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: