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.

Doug McCall is the Chief Compliance Officer of Concentric and shareholder of Pathstone. Based in the Philadelphia Metro Area Office, Doug is responsible for Concentric’s compliance infrastructure, including client portfolio reviews, maintaining operational efficiencies, and assisting with firm regulatory filings. As a member of the operations team for the affiliated fund program, he assists with the operational due diligence of their underlying funds and managers, along with creating the compliance structure.

Previously, Doug held a similar position as Senior Compliance Officer at Veritable, LP, working in positions across the firm’s trading desk, operations and accounting departments. Prior to joining Veritable in 2001, he was a fund accountant at PFPC, Wilmington, DE.

Doug earned a Bachelor of Science in Finance from West Chester University of Pennsylvania.

GROUP

Legal & Compliance


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