Associate Director
Current
Jan 2019 - Present
AeroLeads people directory · profile
Brian Li Email & Phone Number
Associate Director
at
Pathstone
1 work email found
@pathstone.com
1 phone found area 301
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Director
Location
Washington DC-Baltimore Area, United States, United States
Company size
Who is Brian Li? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Li is listed as Associate Director at Pathstone, a company with 174 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at pathstone.com, phone signal with area code 301, and a matched LinkedIn profile for Brian Li.
Brian Li previously worked as Manager at Pathstone Federal Street and Senior Client Reporting Analyst at Convergent Wealth Advisors. Brian Li holds Bachelor Of Business Administration (Bba), Accounting from James Madison University.
Company email context
Email format at Pathstone
This section adds company-level context without repeating Brian Li's masked contact details.
{first_initial}{last}@pathstone.com
89% confidence
AeroLeads found 1 current-domain work email signal for Brian Li. Compare company email patterns before reaching out.
Profile bio
About Brian Li
Brian Li is a Associate Director at Pathstone. He possess expertise in microsoft excel, powerpoint, microsoft office, financial analysis, translation and 9 more skills. He is proficient in Chinese.
Listed skills include Microsoft Excel, Powerpoint, Microsoft Office, Financial Analysis, and 10 others.
Current workplace
Brian Li's current company
Company context helps verify the profile and gives searchers a useful next step.
Pathstone
4 roles
Brian Li work experience
A career timeline built from the work history available for this profile.
Manager
Senior Client Reporting Analyst
- Oversee 3000+ accounts (custodian, alternative investment and personal asset)
- Create & customize sophisticated consolidated performance reports
- Analyze portfolio return comparing to the portfolio models and account rebalance
- Produce family balance sheet and manually reconcile custodian brokerage account
- Develop ad-hoc financial analysis to advisor group and mgmt.
- Daily communications to Fortigent & Tamarac regarding reconciliation of client reporting
Jan 2013 - Nov 2016
Client Reporting Analyst
- Create and deliver complete, accurate, and timely work for clients
- Ability to identify, organize and report accounting and reporting issues, and correct standard and customized reports
- Verify the accuracy of reconciliation and performance numbers
- Comprehensive understanding of all facets of the reconciliation process including manual entry, and hedge funds
- Provide Tamarac financial information for advisors to rebalance ultra-high network portfolio
Aug 2010 - Jan 2013
Team & coworkers
Colleagues at Pathstone
Other employees you can reach at pathstone.com. View company contacts for 174 employees →
JI
Jennifer Ireland
Colleague at PathstoneBoston, Massachusetts, United States, United States
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JH
John Harris, Cfp®
Colleague at PathstoneSeattle, Washington, United States, United States
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CS
Connor Sikora
Colleague at PathstoneAllentown, Pennsylvania, United States, United States
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CD
Carter Drowne
Colleague at PathstoneHoboken, New Jersey, United States, United States
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CK
Charles Keates
Colleague at PathstoneNewtown Square, Pennsylvania, United States, United States
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MW
Misty Whitlock
Colleague at PathstoneMarietta, Georgia, United States, United States
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KB
Kendra Busbee
Colleague at PathstoneCamden, New Jersey, United States, United States
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NN
Nathan Newport, Cfa
Colleague at PathstoneGreater Philadelphia, United States
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CA
Crystal Archambo
Colleague at PathstoneMedia, Pennsylvania, United States, United States
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AH
Alex Hart, Cfa, Caia
Colleague at PathstoneBoston, Massachusetts, United States, United States
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Jennifer Ireland
Colleague at PathstoneBoston, Massachusetts, United States, United States
View →
JH
John Harris, Cfp®
Colleague at PathstoneSeattle, Washington, United States, United States
View →
CS
Connor Sikora
Colleague at PathstoneAllentown, Pennsylvania, United States, United States
View →
CD
Carter Drowne
Colleague at PathstoneHoboken, New Jersey, United States, United States
View →
CK
Charles Keates
Colleague at PathstoneNewtown Square, Pennsylvania, United States, United States
View →
MW
Misty Whitlock
Colleague at PathstoneMarietta, Georgia, United States, United States
View →
KB
Kendra Busbee
Colleague at PathstoneCamden, New Jersey, United States, United States
View →
NN
Nathan Newport, Cfa
Colleague at PathstoneGreater Philadelphia, United States
View →
CA
Crystal Archambo
Colleague at PathstoneMedia, Pennsylvania, United States, United States
View →
AH
Alex Hart, Cfa, Caia
Colleague at PathstoneBoston, Massachusetts, United States, United States
View →
1 education record
Brian Li education
FAQ
Frequently asked questions about Brian Li
Quick answers generated from the profile data available on this page.
What company does Brian Li work for?
Brian Li works for Pathstone.
What is Brian Li's role at Pathstone?
Brian Li is listed as Associate Director at Pathstone.
What is Brian Li's email address?
AeroLeads has found 1 work email signal at @pathstone.com for Brian Li at Pathstone.
What is Brian Li's phone number?
AeroLeads has found 1 phone signal(s) with area code 301 for Brian Li at Pathstone.
Where is Brian Li based?
Brian Li is based in Washington DC-Baltimore Area, United States, United States while working with Pathstone.
What companies has Brian Li worked for?
Brian Li has worked for Pathstone, Pathstone Federal Street, and Convergent Wealth Advisors.
Who are Brian Li's colleagues at Pathstone?
Brian Li's colleagues at Pathstone include Jennifer Ireland, John Harris, Cfp®, Connor Sikora, Carter Drowne, and Charles Keates.
How can I contact Brian Li?
You can use AeroLeads to view verified contact signals for Brian Li at Pathstone, including work email, phone, and LinkedIn data when available.
What schools did Brian Li attend?
Brian Li holds Bachelor Of Business Administration (Bba), Accounting from James Madison University.
What skills is Brian Li known for?
Brian Li is listed with skills including Microsoft Excel, Powerpoint, Microsoft Office, Financial Analysis, Translation, Business Analysis, Financial Reporting, and Financial Accounting.
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