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An industry veteran and thought leader with more than 25 years of experience with a distinct specialty in serving ultra-high net worth families and family offices. With a client-centric approach, provides a vision to innovate and bring peers together through community.
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Chief Growth OfficerPathstone Dec 2024 - PresentEnglewood, New Jersey, UsPathstone, 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 -
Managing Director, Head Of Schwab Advisor Family Office And Premier Wealth Group ServiceCharles Schwab Mar 2018 - Nov 2024Westlake, Texas, UsAs 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. -
Senior Vice PresidentFidelity Family Office Services Oct 2009 - Mar 2018Boston, Ma, UsSenior 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. -
Director, Wealth Advisory ResourcesMorgan Stanley Jun 2009 - Nov 2009New York, Ny, Us -
Wealth Management DirectorCiti Jan 2000 - Jun 2009New York, New York, Us -
Trust SpecialistCiti Oct 2000 - Jan 2007New York, New York, Us
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Trust SpecialistCitigroup Trust 2001 - 2006
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Private BankerCentura Bank Mar 1998 - Nov 2000
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Branch ManagerBb&T May 1993 - Mar 1998Charlotte, Nc, Us
Eddie Brown Education Details
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St. Andrews UniversityBusiness And Economics
Frequently Asked Questions about Eddie Brown
What company does Eddie Brown work for?
Eddie Brown works for Pathstone
What is Eddie Brown's role at the current company?
Eddie Brown's current role is Chief Growth Officer of Pathstone.
What is Eddie Brown's email address?
Eddie Brown's email address is ed****@****wab.com
What is Eddie Brown's direct phone number?
Eddie Brown's direct phone number is 704-372*****
What schools did Eddie Brown attend?
Eddie Brown attended St. Andrews University.
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