Margaret Jones is a Director at Pathstone’s Austin office. She oversees client service operations, ranging from day-to-day client requests to coordination with clients’ attorneys and accountants to provide comprehensive services related to tax strategy, cash flow, insurance, and estate planning. Margaret also oversees quarterly financial reporting, supports investment strategy execution, and supervises the internal operations at the office.

Prior to Pathstone, Margaret was Vice President of Operations for Brainard Capital Management.  In her ten years with Brainard Capital, Margaret developed and implemented the company’s client service processes and practices.

Margaret graduated from the University of North Carolina at Chapel Hill with a Bachelor’s Degree in English.  Margaret is from Richmond, Virginia, but has lived in Austin since 2011, where she and her husband Will are raising their three children.