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Our Team

Our talented team of experienced, credentialed and uniquely aligned professionals aspires to provide the highest level of client service.

Pathstone is built to provide advice based on the fiduciary standard: simply to act in our clients’ best interests always. Our teams live and breathe this daily. In addition, our ownership structure provides our talent the opportunity to become equity owners in the firm, creating additional alignment and the ability to develop a firm with multigenerational vision and infrastructure.

Committees

B Board of Managers

L Leadership Team

I Investment Oversight Committee

S Shareholder

(888) 750-7284
9a.m. – 8p.m. ET, Mon-Fri

(888) 750-7284 9a.m. – 8p.m. ET, Mon-Fri

Find an Office Location

Scottsdale, Arizona
Los Angeles, California
San Diego, California
San Francisco, California
Walnut Creek, California
Boulder, Colorado
Denver, Colorado
D.C. Metro Area (Alexandria)
D.C. Metro Area (Potomac)
Naples, Florida
Winter Park, Florida
Atlanta, Georgia
Boston, Massachusetts
Reno, Nevada
Englewood, New Jersey
New York, New York
Philadelphia Metro Area
Providence, Rhode Island
Austin, Texas
Bellevue, Washington
Seattle, Washington
Jackson, Wyoming

Scottsdale, Arizona
Los Angeles, California
San Diego, California
San Francisco, California
Walnut Creek, California
Boulder, Colorado
Denver, Colorado
D.C. Metro Area (Alexandria)
D.C. Metro Area (Potomac)
Naples, Florida
Winter Park, Florida
Atlanta, Georgia
Boston, Massachusetts
Reno, Nevada
Englewood, New Jersey
New York, New York
Philadelphia Metro Area
Providence, Rhode Island
Austin, Texas
Bellevue, Washington
Seattle, Washington
Jackson, Wyoming

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