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, 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.

Koleton Gruber is an Associate Director at Pathstone. Koleton works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

Koleton joins Pathstone from Crestone Capital. Prior to Crestone, Koleton held various positions over his five years at Fidelity Investments, most recently as a Workplace Planning Consultant II.

Koleton received his BA in communications, with a minor in business, from the University of Colorado Boulder.

GROUPS

Advisory Services

Client Advisory

PRIMARY OFFICE

Boulder, Colorado

Secondary OfficeDenver, Colorado


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