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.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.
*As of October 6, 2025. **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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Meet the people behind
our purpose.

Each team member strives to bring their own expertise, empathy, and clarity to the moments that matter. Meet the individuals who make our mission real every day.

All Teams

Rahul Agrawal

President and Chief Investment Officer of Concentric Innovation

Jennifer Albert

Director

Rachel Alleman

Director

Eric Alt

Executive Managing Director and Co-CIO

Victoria Alvarez-Arango

Director

Betty Andrikopoulos

Executive Managing Director

Laura Andron

Managing Director

Brad Armstrong

Board Member - Lovell Minnick Partners

Kevin Arnold

Managing Director

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Media Inquiry

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General Inquiry

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