What departments does Pathstone have?

Pathstone has employees across 3 departments including Operations, Solutions Engineering, Research.

What is the largest department at Pathstone?

The largest department at Pathstone is Operations with 1 employees.

Where are Pathstone employees located globally?

Pathstone has employees across 1 continents and 1 countries including United States Of America.

How has Pathstone's team size changed over time?

Pathstone's team has grown from approximately 400 to 589 employees based on available data.

Pathstone Employee Directory

Financial ServicesNew Jersey, United States501-1000 Employees

Pathstone is an investment and wealth advisory firm that serves individuals and families of significant wealth, as well as family offices and institutions. The firm provides investment advisory, wealth and legacy planning, professional services, and lifestyle management, all delivered in-house and coordinated into a highly personalized client experience. Its approach relies on deep expertise across multiple disciplines tailored to each client’s unique circumstances. Based in Englewood, New Jersey, Pathstone operates as a sizable presence within the financial services industry, serving a broad client base. The firm emphasizes a holistic model that integrates planning with ongoing investment oversight.

In 2026, Pathstone broadened its Philadelphia presence by bringing Crestone Capital LLC into the firm, with subsequent integration of Mill Creek Capital Advisors, reflecting ongoing growth through strategic partnerships in the wealth management sector.

Pathstone Global Highlights

North America
737

United States Of America
737

Pathstone's Leadership

M. W.
Director
Mobile Phone
Email
P. B. H.
Director, People Office Operations
Mobile Phone
Email
J. W.
Managing Director
Mobile Phone
Email
E. S.
Associate Director
Mobile Phone
Email
S. S.
Managing Director
Mobile Phone
Email
M. P.
Associate Director
Mobile Phone
Email
M. L.
Managing Director
Mobile Phone
Email
A. J.
Managing Director
Mobile Phone
Email

Pathstone Employee Metrics

100%

50%

0%

2026

2025

Finance
Accounting
Analytics
Operations
Marketing
Other
Administrative
Banking
Consultant
Entrepreneurship
Business
Community & Social Services

Contact profiles from Pathstone

Name

Title

Contact Info

Location

Last Update

A. G.
Senior Associate In Client Solutions
Mobile Phone
Email
Apr 15, 2026
B. Z.
Associate
Mobile Phone
Email
Oct 25, 2025
B. W.
Summer Rotational Intern
Mobile Phone
Email
Jun 26, 2026
E. F.
Associate
Mobile Phone
Email
May 29, 2026
F. S.
Incoming Private Wealth Management Intern 2026
Mobile Phone
Email
Jun 19, 2026
G. W.
Client Advisory Associate
Mobile Phone
Email
May 30, 2026
T. B.
Client Advisory Associate
Mobile Phone
Email
Jun 24, 2026
M. Z.
Associate
Mobile Phone
Email
May 30, 2026
D. M.
Executive Assistant & Research Coordinator
Mobile Phone
Email
Bay
Jun 30, 2026
A. V.
Client Advisory Associate
Mobile Phone
Email
Jun 26, 2026

Frequently Asked Questions

What is Pathstone known for?

Pathstone operates in the Financial Services industry; 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 904 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pathstone's key employees and leadership?

As of July 2026, Pathstone's key employees include:

Director: M. W.
Director, People Office Operations: P. B. H.
Managing Director: J. W.
Associate Director: E. S.
Managing Director: S. S.

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Pathstone Employee Directory

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