Pathstone

Pathstone is a partner-owned and operated wealth management firm specializing in serving multigenerational families, single family offices, and foundations & endowments. They offer a comprehensive range of services beyond investment management, including tax planning, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy. Pathstone boasts a strong commitment to innovation, evident in their proprietary ESG scoring methodology and Access Impact Framework, which aligns client portfolios with the UN Sustainable Development Goals.

With a focus on client-first service, Pathstone prides itself on its deep expertise and personalized approach. They are recognized as a leader in the wealth management industry, consistently ranking among the top RIA firms by Forbes and Barron's. Their commitment to building a positive work environment for employees is reflected in their designation as a Certified B Corporation, offering a competitive and comprehensive benefits program.

Pathstone offers a flexible work environment and benefits program designed to support employees and their families. The company provides flexible PTO, parental leave, education support, and a 401k plan. Additionally, the company offers a competitive and comprehensive benefits package including medical, vision, and dental coverage, as well as flexible spending options.

Pathstone offers a competitive, comprehensive, and flexible benefits program that includes comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, a 401k plan, parental leave, and more.

Pathstone is a partner-owned and operated wealth management firm committed to providing a "family office experience like no other" for multigenerational families, single family offices, and foundations and endowments. They offer a comprehensive range of services beyond investment management, including tax planning, insurance, legacy planning, and philanthropy, all while prioritizing client interests and a culture of innovation. Pathstone is committed to building a diverse and inclusive work environment, attracting and retaining top talent to better serve their clients across generations.

Pathstone promotes a culture of innovation, partnership, and client-centricity. They emphasize a collaborative environment where team members are encouraged to pursue their passions and contribute to company initiatives. The firm values diversity, inclusivity, and provides a supportive work environment where employees are empowered to learn, grow, and make a difference. Pathstone's commitment to being a partner-owned and operated firm fosters a sense of ownership and alignment with clients' interests, attracting and retaining top talent.

Pathstone is committed to creating a diverse and inclusive work environment, recognizing that a diverse workforce leads to better business outcomes. As a Certified B Corporation, Pathstone prioritizes building a company culture that values and supports its employees. The company encourages team members to pursue their passions by serving on committees and initiatives focused on diversity, equity and inclusion. This commitment is further evidenced by Pathstone's competitive and comprehensive benefits package, which includes flexible PTO, parental leave, education support, and other benefits that help meet the diverse needs of its employees and their families.