Henry is a Managing Director in Client Advisory for Pathstone in the Alexandria, VA office. He is responsible for advising clients on a variety of wealth management issues including investment management, trust and estate planning, income taxes, and education for the next generation.

Prior to Pathstone, Henry was a Client Service Director for Dyson Capital Advisors. He was responsible for advising many of the firm’s most complex clients on topics including portfolio management, financial planning, estate planning, tax coordination and succession planning. Before joining Dyson, Henry was a Senior Analyst at Convergent Wealth Advisors for five years.

Henry graduated from The University of Virginia, receiving his Bachelor of Science in Commerce from the McIntire School of Commerce. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license. Henry lives in Washington, DC with his wife and two daughters.