John McAuliffe

John is an Associate Director in Pathstone’s Boston office, where he provides customized portfolio construction and holistic financial planning for high- to ultra-high-net-worth families and institutions. He helps coordinate some of the firm’s larger and more complex client relationships, working with internal teams and external professionals to align strategies with client goals and objectives.

Prior to joining Pathstone, John worked as a Life & Health Analyst at Risk Strategies Company, a Boston-based risk management and insurance brokerage firm. He also completed an internship at Donlan Wealth Management, where he developed an interest in investment advisory services and supported advisors on various projects.

John earned a Bachelor of Arts in Mathematics from the College of the Holy Cross in 2018. While at Holy Cross, he was a four-year member of the Varsity Men’s Tennis team and served as a lead calculus tutor. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of work, John enjoys tennis, collecting vinyl records, and spending time with friends and family. He is an avid New York Knicks fan and recently celebrated the team’s 2026 championship with fellow fans in New York City.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.