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.

Michael Jordan is a Managing Director and shareholder at Pathstone, based in the Philadelphia Metro – Conshohocken office, having joined the firm through its combination with Mill Creek Capital Advisors LLC in 2026.

He advises clients on investment policy and oversees the development and implementation of integrated investment and financial planning strategies. He works closely with clients and their broader advisory teams to help deliver coordinated, goal-oriented outcomes. He specializes in advising multi-generational families and complex institutional portfolios.

Michael brings more than thirty years of experience advising families, foundations, pensions, and endowments. Prior to joining Pathstone, he co-founded an independent investment firm and spent over fourteen years at Morgan Stanley, where he served clients across the Northeast and West Coast. His experience spans a diverse range of institutional and private clients, providing strategic guidance tailored to complex financial needs.

Michael is actively engaged in governance and philanthropic leadership. He serves as Chair of the Board of Trustees at Germantown Academy in Fort Washington, Pennsylvania, where he is a member of the Executive, Finance, and Property, Planning, and Program Committees. He previously served as Chair of the Claneil Foundation, a family foundation based in Plymouth Meeting, Pennsylvania, focused on improving the health of families and communities. He has also served on the board of Natural Lands.

Michael earned a Bachelor of Arts from the University of Vermont. He enjoys spending time outdoors with his family, particularly in Wyoming.

GROUP

Client Advisory


Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

Contact detail:
General Inquiry

Have a question for our team? We’re happy to help.

Contact detail: