Paul Gloth
JD
National Executive Managing Director
- Leadership Team
- Investment Oversight Committee
- Shareholder
As National Executive Managing Director, Paul is responsible for working with our Regional Leadership Team (RLT) to provide direction, leadership, oversight and implementation of various firmwide services and initiatives. He oversees advisory areas including staffing, growth and development, and team structure. Paul assists in the research and analysis of technical issues in addition to working on internal business processes and corporate efficiency.
He works directly with a number of Pathstone’s more complex relationships advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management. Paul is a senior member of Pathstone’s advisory team of professionals and coordinates overall wealth planning, investing, and reporting with clients’ attorneys, accountants, and other advisors. He is a shareholder at the firm and a member of Pathstone’s RLT and Investment Oversight Committee.
Before joining Pathstone, Paul was a managing director and client relationship manager at a legacy wealth management firm acquired by Pathstone in 2016. He and his team served over 30 families managing almost $2 billion of family assets. During his tenure there, Paul was a member of the Risk Management Oversight, Leadership, Executive, and Investment Committees.
From 2000 to 2007, Paul served as chief financial officer and general counsel for a DC-based architectural firm where he was responsible for all financial and legal matters for the owner’s family office. In this position, Paul worked diligently to coordinate the overall financial, tax, and estate planning in a complex family office that included numerous separate investment entities and trusts.
Group
Certification
Office
As National Executive Managing Director, Paul is responsible for working with our Regional Leadership Team (RLT) to provide direction, leadership, oversight and implementation of various firmwide services and initiatives. He oversees advisory areas including staffing, growth and development, and team structure. Paul assists in the research and analysis of technical issues in addition to working on internal business processes and corporate efficiency.
He works directly with a number of Pathstone’s more complex relationships advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management. Paul is a senior member of Pathstone’s advisory team of professionals and coordinates overall wealth planning, investing, and reporting with clients’ attorneys, accountants, and other advisors. He is a shareholder at the firm and a member of Pathstone’s RLT and Investment Oversight Committee.
Before joining Pathstone, Paul was a managing director and client relationship manager at a legacy wealth management firm acquired by Pathstone in 2016. He and his team served over 30 families managing almost $2 billion of family assets. During his tenure there, Paul was a member of the Risk Management Oversight, Leadership, Executive, and Investment Committees.
From 2000 to 2007, Paul served as chief financial officer and general counsel for a DC-based architectural firm where he was responsible for all financial and legal matters for the owner’s family office. In this position, Paul worked diligently to coordinate the overall financial, tax, and estate planning in a complex family office that included numerous separate investment entities and trusts.
