Eric Stephenson is managing director of integration and optimization at Pathstone. He is responsible for the firm’s post-merger integration efforts — bringing new teams, processes, and systems into Pathstone — and continuously improving how the broader firm operates in order to reduce friction, increase consistency, and enhance the client experience as the firm scales.

Before joining Pathstone, Eric served as chief operating officer, head of advisory, chief compliance officer, and investment committee member at Align Impact, a wealth management firm specializing in impact investing and alternative investments. Over six years, he helped scale the firm from $80 million to $4 billion in assets, serving wealthy families, single family offices, foundations, and endowments.

Earlier in his career, Eric served as Portfolio Director at the Cordes Foundation, where he built and managed a fully mission-aligned endowment across public and private markets. He began his professional journey at Hamilton Lane, conducting due diligence on private market investments, and spent time on Xerox’s corporate treasury team.

Eric holds the Chartered Alternative Investment Analyst (CAIA®) and Certified Financial Planner™ (CFP®) designations. He serves on the Board of Directors for the Cordes Foundation and Investment Committee for Catholic Charities USA. He earned a Bachelor of Business Administration in finance from Temple University and a Master of Arts from the University of the Pacific.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.

The CAIA® designation is a globally recognized credential granted to individuals who have successfully completed the CAIA program and met the Association’s requirements. Use of the CAIA designation is authorized only for individuals who are in good standing with the CAIA Association.