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.

Sarb Shah is a shareholder and Managing Director at Pathstone on both the Advisory and Investment Research teams at Pathstone, based in the Alexandria Office.

Prior to Pathstone, Sarb was a partner and Chief Investment Officer for Dyson Capital Advisors. He led the investment advisory function and was responsible for all asset allocation, manager selection, and direct investment recommendations. Before joining Dyson, Sarb served in a variety of roles analyzing investments. He was a Partner and Director of Research at X-10 Capital, an Associate with Columbia Capital LLC, and an Analyst on the Legg Mason Wood Walker, Inc. Investment Banking team.

Sarb received an AB in Economics from the University of Chicago in 1996. He lives in Vienna, VA, with his wife and two children.

GROUPS

Advisory Services

Investment Research


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: