Director - Risk Management
CurrentPathstone is an independent, employee- and family- owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized investment services. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. The firm has a long history of providing integrated family office services and a long-respected internal manager research and due diligence process, and leadership in sustainable and impact investing.