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.

Steve is a Partner and co-head of Financial Services at Kelso & Company. He is currently a director of American Beacon, J.S. Held, Pathstone, Premia Re, ReSource Pro, Risk Strategies, Savant, Somers Re and WilliamsMarston. Past directorships include Newport Group and Oasis Outsourcing. He was also active in the Firm’s past investments in Harbor Community Bank, PSAV, Sandler O’Neill + Partners, Third Point Re and Wilton Re.

Steve joined Kelso in 2006. He spent the preceding two years in the Investment Banking division of Bear, Stearns & Co. Inc. Steve received a B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia in 2004. He is currently a member of the New York Regional Board of the College Foundation of the University of Virginia and the Advisory Board of Champions for Quality Education, a New York-based non-profit organization.

GROUP

Board of Managers


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