Our Capabilities
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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.
*As of October 6, 2025, including affiliate firms. **Pathstone Family Office LLC ($116B) plus affiliate firms ($55B). As of June 30, 2025. Includes regulatory assets under management, assets under advisory, and assets under administration. Please see Pathstone's ADV on adviserinfo.sec.gov for more information.
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Jon Malloy is an Associate Director on the Fixed Income & Trading team at Concentric and a shareholder of Pathstone. Based in the Philadelphia Metro Area Office and a member of its Fixed Income & Trading group, Jon constructs and manages customized investment grade fixed income portfolios on behalf of wealthy families and entities.

Prior to joining Concentric, Jon spent 15 years at Veritable, LP, actively involved in day-to-day municipal bond trading as well as credit surveillance and trade operations.

Jon earned his Bachelor of Science in Finance from The Pennsylvania State University.

A deep believer in the unappreciated charm of the City of Philadelphia, Jon lives in South Philadelphia with his partner.

GROUPS

Advisory Services

Investment Research

PRIMARY OFFICE

Philadelphia Metro Area, Pennsylvania

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