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.

Kevin Casey serves as the Managing Director of Corporate Development & Strategy where he is responsible for supporting Pathstone’s continued growth through the execution of firm-level strategic initiatives.

Prior to Pathstone, Kevin worked as a member of Focus Financial Partners’ M&A & Relationship management team where his responsibilities spanned business development, deal execution and strategic advisement of a number of Focus’ member firms both domestically and internationally. He began his career in strategy consulting with Booz Allen Hamilton.

Kevin received his Master’s in Public Policy from The College of William & Mary and his Bachelor’s degree in Economics from Lafayette College.

GROUP

Business Development & Marketing

PRIMARY OFFICE

Englewood, New Jersey


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