Eddie Brown Email & Phone Number

Englewood, New Jersey, Us

Pathstone, The Family Office, is a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com

Westlake, Texas, Us

As the leader of Schwab Advisor Family Office, I had national responsibility for the family office strategy and served as a thought leader to our clients—listening to their needs and identifying opportunities to help them better serve the ultra high net worth community. I have dedicated my career to building strong and trusted relationships with ultra-wealthy families, family offices and advisors to help navigate the complexities of wealth. With over 25 years of industry experience, I am fortunate to have learned the unique challenges and opportunities of working with some of the country's wealthiest families and their advisors.

Boston, Ma, Us

Senior Vice President, West/Central Region with responsibilities for both relationship management and business development as well as leading National Sales. Eddie served as a member of the senior leadership team of Fidelity Family Office Services developing and executing the family office strategy.

New York, Ny, Us

New York, New York, Us

New York, New York, Us

Charlotte, Nc, Us