Welcome to Pathstone.
775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

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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.

Taraneh Izadi is an Associate Director based in Pathstone’s Washington DC area office. She is part of the Pathstone team that supports some of the firm’s largest ultra-high net worth clients helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives. Specifically, Taraneh helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting and tax and estate plan implementation.

Prior to joining Pathstone, Taraneh graduated cum laude from the University of Maryland, Baltimore County earning a Bachelor of Arts degree in Business Technology Administration and a minor in Modern Languages and Linguistics.

She is a Certified Financial Planner™ professional.

In her free time, Taraneh enjoys being outdoors and spending time with family and friends.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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