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.

Ron D. Cordes has enjoyed an iconic 30+ year career in the investment industry. As co-founder and former CEO of AssetMark (NYSE:AMK), he helped build one of the largest investment management platforms in the industry, which now manages over $50 Billion in assets.  In 2006 he and his wife Marty created the Cordes Foundation, which over the past decade has taken a leadership role in impact investing and providing economic opportunities to women across the world. He serves on the boards of ImpactAssets and MicroVest, and his work has been featured in publications including Forbes, Fortune, Barron’s, and the New York Times.

GROUP

Board of Managers


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