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

We are pleased to share that Mill Creek Capital Advisors is now part of Pathstone. This combination supports Pathstone’s commitment to serving ultra-high-net-worth families, endowments, and foundations and builds on our established presence in the Philadelphia metro area.

Learn more here.

We are excited to share that Mill Creek is now part of Pathstone.

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.
*As of December 31, 2025, including affiliate firms. **Pathstone Family Office LLC ($125B) plus affiliate firms ($62B). As of December 31, 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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Alex is a Director of Client Advisory in Pathstone’s Boston office. Prior to joining Pathstone, Alex was with Morgan Stanley Private Wealth Management for over 10 years, where his team served approximately 50 families as an outsourced family office. Alex works directly with clients and the advisory team on investment-related design and diligence in addition to all operational tasks.

Alex graduated from Wake Forest University with a BS in Finance in 2015 and lives in Boston, MA.

GROUP

Client Advisory

PRIMARY OFFICE

Boston, Massachusetts

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