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.

Shae is an Associate Director at Pathstone, based in Atlanta. He brings extensive tax experience within family office environments. Before Pathstone, Shae served as Senior Tax Manager at A.G. Hill Partners, where he led tax compliance for a large, diversified portfolio, including partnerships, trusts, individuals, and foundations, while managing IRS partnership and individual audits. 

 

Shae earned a Master of Science in Taxation from the University of Texas at Arlington and a Bachelor of Science in Accounting from the University of Utah. 

Outside of work, Shae enjoys traveling internationally, exploring local cultures, and indulging his passion for reading, chess, and strategy-based games. 

GROUP

Tax

PRIMARY OFFICE

Atlanta, Georgia


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