Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ 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.

Julia Sears is a Director at Pathstone.  She serves as an Accounting and Financial Reporting Manager for many of the company’s clients and ensures that clients’ ongoing accounting and financial needs are being met.

Prior to joining Pathstone, Julia worked at Vanderbilt University Medical Center where she provided financial, operational and project support to her department.  Julia graduated with a Master in Business Administration from Augusta State University after graduating from the University of Georgia with a dual major in Consumer Economics and Real Estate.

GROUP

Advisory Services

PRIMARY OFFICE

Atlanta, Georgia


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