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.

At Pathstone, we aim to build careers that are built to last—and made to matter.

At Pathstone, our greatest strength is our people. They are the heart of everything we do—seeking to be empathetic, wise, and quietly relentless in their care for others. These are the kind of individuals who listen deeply, act thoughtfully, and show up when it matters most. They come from different places, bring different perspectives, but share a common purpose: to help others live lives of meaning, clarity, and possibility. We don’t just hire talent—we welcome those who lead with character and walk alongside others on the path to their preferred life.

Pathstonians are the living expression of our brand. Curious, collaborative, and purpose-driven, they aim to pursue excellence not as a goal, but as a habit. They strive to bring insight, creativity, and deep integrity to every interaction. In short: they make Pathstone, Pathstone.

We are grounded by a shared set of values that guide how we work—and how we strive to show up for each other and our clients:

The foresight of an oracle.
The empathy of a counselor.
The resourcefulness of a start-up CEO.
The accompaniment of a life-long ally.
The performance of a gold medal olympic athlete.

Because our people aspire to give their best, we do too. We offer a competitive, comprehensive, and flexible benefits program designed to support every stage of life. That includes medical, dental, and vision coverage, flexible spending, generous PTO, life insurance, a 401(k) plan, and more—so you can focus on doing the work that matters, and living the life that matters, too.

Client Service Roles

We have made a multi-generational promise to our clients and therefore look for talented people who are driven to deliver high quality client experiences, foster trust and ultimately pave the path to multi-generational relationships.

Investment Research & Operational Roles

Our investment team is driven by insight, rigor, and innovation. We welcome analytical thinkers and curious minds who thrive on solving complex problems and who help us stay ahead of market shifts and client needs.

Management & Operational Roles

Behind every great client experience is a team of thoughtful, tech-savvy, and highly organized professionals. We seek individuals who bring clarity to complexity, strengthen our internal systems, and help both our people and our clients thrive every day.

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.

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General Inquiry

Have a question for our team? We’re happy to help.

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