The Client Relationship Management team at Pathstone is dedicated to fostering and maintaining strong, personalized connections with families, individuals, and institutions. They ensure an exceptional client experience through tailored service offerings, proactive communication, and strategic guidance, helping clients navigate their unique financial landscapes while achieving their customized objectives. This team is instrumental in delivering innovative solutions, enhancing client satisfaction, and reinforcing trust—cornerstones of Pathstone’s family office philosophy.
Brendan Treanor
Associate Director
Charles Walsh
Managing Director
Daniel Gross
Managing Director
Kevin Casey
Managing Director
Macc Amanda Oren
Manager
Mark Peters
Managing Director
Melissa Harkey
Manager
Mike Chase
Managing Director
Monica Mathre
Manager, Capital Markets
Rachele Bouchand
Managing Director
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