Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

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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.

Samantha Green is an Associate Director and shareholder at Pathstone. She helps lead a team focused on client investment and research data operations, reporting, and governance, providing data for use across the organization and in client reports. She and the team also support the development and implementation of data solutions and data integration initiatives for the firm.

Prior to joining Pathstone, Samantha was the Vice President of Data Operations at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) which advised on $45 billion of client assets. She originally joined Hall Capital Partners as an Analyst in the Portfolio Management group in 2011, before transitioning to the Corporate Analytics (later Data Operations) group when it was initially formed in 2014. Samantha started her career in customer service.

Samantha graduated from Binghamton University with a Bachelor of Science in Management with a concentration in Management Information Systems.

Samantha enjoys attending Yankee games both at home in NY and on the road as she checks off as many MLB stadiums as possible. She also enjoys theater and spends a lot of time going to Broadway and off-Broadway shows.

GROUP

Reporting

PRIMARY OFFICE

New York, New York


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