Emily Winslow

Associate Director

    Emily Winslow is an Associate Director at Pathstone based in the Denver, Colorado office. Emily serves as the Advisory Services Lead and client service coordinator for various high net worth clients, institutions, and family office relationships. In her role, she works closely with Managing Director, Craig Metrick, with clients to produce and execute thoughtful solutions designed to meet their unique financial and values-aligned impact objectives. These solutions include personalized ESG and impact portfolio construction, asset allocation advice, family office management, cash flow engineering, grant administration and research.

    Emily joined Pathstone after working as Chief of Staff at Change Finance supporting the firm with operations and investor relations pertaining to ESG investment products including fossil fuel free ETFs. Emily has spent over 10 years working with high net worth individuals, family offices, and private foundations across the United States through her work at Social Venture Circle and PeakChange. She has guided ESG wealth building strategies, identified and sourced catalytic impact investments, created investor education opportunities, curated impact investing field building events, and managed ESG portfolios.

    Emily holds a M.A. in International Development from the Josef Korbel School at The University of Denver and earned her B.A. in Sociology and Religious Studies from Connecticut College. She serves on the Programmatic Investment Committee at the Women’s Foundation of Colorado and is Co-Chair of the Beyond Our Borders Giving Circle at the foundation. Past Board Service includes Conveners.org, Impact Metropolis, and Global Fund for Women.

    Group

    Advisory Services

    - Client Advisory

    Office

    Lakewood, Colorado

    Contact & Locations

    Emily Winslow is an Associate Director at Pathstone based in the Denver, Colorado office. Emily serves as the Advisory Services Lead and client service coordinator for various high net worth clients, institutions, and family office relationships. In her role, she works closely with Managing Director, Craig Metrick, with clients to produce and execute thoughtful solutions designed to meet their unique financial and values-aligned impact objectives. These solutions include personalized ESG and impact portfolio construction, asset allocation advice, family office management, cash flow engineering, grant administration and research.

    Emily joined Pathstone after working as Chief of Staff at Change Finance supporting the firm with operations and investor relations pertaining to ESG investment products including fossil fuel free ETFs. Emily has spent over 10 years working with high net worth individuals, family offices, and private foundations across the United States through her work at Social Venture Circle and PeakChange. She has guided ESG wealth building strategies, identified and sourced catalytic impact investments, created investor education opportunities, curated impact investing field building events, and managed ESG portfolios.

    Emily holds a M.A. in International Development from the Josef Korbel School at The University of Denver and earned her B.A. in Sociology and Religious Studies from Connecticut College. She serves on the Programmatic Investment Committee at the Women’s Foundation of Colorado and is Co-Chair of the Beyond Our Borders Giving Circle at the foundation. Past Board Service includes Conveners.org, Impact Metropolis, and Global Fund for Women.

    Offices

    Scottsdale, AZ

    Contact & Locations

    Los Angeles, CA

    Contact & Locations

    Lakewood, CO

    Contact & Locations

    Alexandria, VA

    Contact & Locations

    Maryland

    Contact & Locations

    Naples, FL

    Contact & Locations
    Street view of Winter Park Florida Pathstone Office

    Winter Park, FL

    Contact & Locations

    Atlanta, GA

    Contact & Locations

    Boston, MA

    Contact & Locations

    Englewood, NJ

    Contact & Locations
    Aerial view of New York City

    New York, NY

    Contact & Locations

    Providence, RI

    Contact & Locations

    Austin, TX

    Contact & Locations

    Bellevue, WA

    Contact & Locations

    Seattle, WA

    Contact & Locations