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© All Rights Reserved. ApplyBlast.com
Pathstone
The role supports Pathstone's Winter Park office as a key member of the Client Advisory Team, assisting Directors and Managing Directors in delivering comprehensive wealth management services to ultra‑high‑net‑worth clients. It combines client relationship support, investment implementation, operational oversight, and analytical duties.
Pathstone is a wealth advisory firm providing comprehensive financial planning and management services to individuals, families, family offices, and institutions. With over 775 team members and $185B+ in aggregate assets, the firm offers a broad range of capabilities including investment strategy, tax planning, estate and trust planning, philanthropy, and family governance. Pathstone serves as a fiduciary partner, helping clients navigate complex, multigenerational wealth to achieve their preferred life.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pathstone.
Pathstone didn’t post a salary, so this is our estimate from similar listings.
9% below the average for this role