Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered.

Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change.

Who we serve:

1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified

A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes.

2. FAMILY OFFICES - Turbo-charge your existing family office

Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before.

We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components.

3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities

Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios.

We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization.


Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming.

For more information, please see our web site – www.pathstone.com

Pathstone

Matthew Fleissig

Melissa Harkey

Jeremy Connerton

Stacy Rush

Nicole Porta

David Scarpello

Rachele Bouchand

Mark Peters

Mike Chase

Daniel Gross

Andrew Ayres

Charles Walsh

Cfp® Lauren Finn

Alex Hart Cfa, Caia

Matthew Sher

Lauren Ablow Fryefield

The Investment Operations team at Pathstone plays a crucial role in ensuring the efficient execution and management of investment strategies for families, family offices, and foundations. They streamline the portfolio administration process, enhance reporting accuracy, and implement innovative technology solutions to optimize investment outcomes. By focusing on operational excellence and strategic support, the team helps deliver a seamless client experience while adapting to the evolving needs of their diverse clientele.

Investment Operations

Client Relationship Management

Leadership Team

Legal and Compliance

Investment Operations

About

Team members

Other teams at Pathstone

Client Relationship Management

Leadership Team

Legal and Compliance