Pathstone Employee Directory

Financial ServicesUnited States501-1000 Employees

Pathstone, The Family Office, is a client-centric, partner-owned, 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.

Find Pathstone employees' phone numbers or email addresses

Pathstone Global Highlights

North America
728

United States Of America
727
Canada
1

Pathstone's Leadership

M. F.
Chief Executive Officer
Mobile Phone
Email
E. B.
Chief Growth Officer
Mobile Phone
Email
B. D.
Chief People Officer
Mobile Phone
Email
B. B.
Chief Compliance Officer
Mobile Phone
Email
M. J.
Chief Financial Officer
Mobile Phone
Email
A. H.
Chief Research Officer
Mobile Phone
Email
A. K.
Chief Innovation Officer
Mobile Phone
Email
D. D.
Head Of Digital Marketing
Mobile Phone
Email

Pathstone Employee Metrics

100%

50%

0%

2025

2024

Finance
Accounting
Analytics
Operations
Marketing
Other
Administrative

Contact profiles from Pathstone

Name

Title

Contact Info

Location

Last Update

E. B.
Chief Growth Officer
Mobile Phone
Email
United StatesArizona
Nov 10, 2025
M. R.
Managing Director, Personal Cfo Services
Mobile Phone
Email
United States
Nov 10, 2025
A. Z.
Co-Chairman
Mobile Phone
Email
United StatesGeorgia
Oct 08, 2024
M. F.
Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
S. W.
Partner & Managing Director
Mobile Phone
Email
United StatesTexas
Oct 23, 2025
B. D.
Chief People Officer
Mobile Phone
Email
United StatesMassachusetts
Nov 07, 2025
B. B.
Chief Compliance Officer
Mobile Phone
Email
United StatesColorado
Nov 07, 2025
M. J.
Chief Financial Officer
Mobile Phone
Email
United StatesKansas
Nov 10, 2025
M. N.
Director | Personal Cfo Services
Mobile Phone
Email
United StatesGeorgia
Nov 10, 2025
J. P.
Partner / Director
Mobile Phone
Email
United StatesMassachusetts
Oct 24, 2025

Frequently Asked Questions

What is Pathstone known for?

Pathstone operates in the Financial Services industry. The company's main headquarters is located in 10 Sterling Blvd, Ste. 402 Englewood, New Jersey 07631, US; you can contact the main corporate office by phone at

+1-301-998-****

. Explore Pathstone's company overview page for more information.

What is Pathstone's most common email format?

Pathstone employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pathstone email formats with LeadIQ.

How many employees does Pathstone have currently?

Pathstone has approximately 824 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Pathstone's key employees and leadership?

As of October 2025, Pathstone's key employees include:

Chief Executive Officer: M. F.
Chief Growth Officer: E. B.
Chief People Officer: B. D.
Chief Compliance Officer: B. B.
Chief Financial Officer: M. J.

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