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.

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

Prior to Pathstone, Jeremy was a Client Service Associate Director for Dyson Capital Advisors. He worked directly with clients to develop, implement, and monitor comprehensive and customized plans to meet their financial goals. Before joining Dyson, Jeremy worked for four and a half years in J.P. Morgan’s Asset & Wealth Management group – in the Private Bank – first in New York City and then in Washington, DC.

Jeremy grew up in Geneva, Switzerland, except for a few years living in both France and Kuwait, before moving to the US to attend college. He graduated from the University of Virginia with a Bachelor of Arts in Foreign Affairs and a certificate from the McIntire Business Institute. Jeremy currently lives in Washington, DC with his fiancée and dog, and enjoys finding new travel destinations, skiing, and playing tennis in his free time.

GROUPS

Advisory Services

Client Advisory


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.

Contact detail:

General Inquiry

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

Contact detail: