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.

Chuck Kurz is a Managing Director and shareholder at Pathstone. Chuck also serves as the Vice Chair of the Board of Directors, Interim President, and member of the Distribution, Investment, and Trust Committees at Laurel Trust Company.

Before joining Pathstone, Chuck was Managing Director and Head of Strategy, Operations, and Finance at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He joined Hall Capital Partners in 1998 as a reporting analyst.

Chuck earned a Bachelor of Science in Business Administration from the University of New Hampshire and an MBA from the Haas School of Business at the University of California, Berkeley. He serves on the Board of Directors for Summer Search Bay Area.

GROUPS

Advisory Operations

Center for Innovation


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