Pathstone

Financial Services • Englewood, New Jersey, United States • 501-1000 Employees

Company overview

Headquarters	10 Sterling Blvd, Ste. 402, Englewood, New Jersey 07631, US
Phone number	+12019447284
Website	pathstone.com
NAICS	52
SIC	628
Keywords	Accounts Receivable, Investment Advice, Tax Planning, Environmental, Estate Planning, Social, Tax Advice, Family Office Services, Bill Pay, Investment Solutions, Socially Responsible Investing, Tax Savings, Esg Investing, Family Office Structuring, Governance Investing, Fee Savings
Employees	501-1000
Socials

Key Contacts at Pathstone

Eric Stephenson

Managing Director

Kathryn Hall

Executive Managing Director And Board Member

Paul Thiel

Shareholder And Managing Director

Michael Mcgowan

Managing Director

Jenn Wilcox Thomas

Managing Director, Client Advisory

Ronda Vitrano

Managing Director, Talent

Katie Pierce Mack

Director Of Talent

Katie Darnall

Business Development Director

Kevin Casey

Managing Director

Brian Zeiger

Managing Director

Pathstone Email Formats

Pathstone uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@pathstone.com), used 47.3% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@pathstone.com	47.3%
{first initial}{last name}	jdoe@pathstone.com	46.2%
{last name}{last name}	doedoe@pathstone.com	3.5%
{first initial}.{last name}	j.doe@pathstone.com	2%

About Pathstone

Pathstone serves individuals and families of significant or multigenerational wealth, family offices, and institutions. Our trusted advisors strive to bring breadth and depth of expertise on the dimensions that matter for our clients—based on the unique life they want to build. Pathstone offers investment and wealth advisory, trust and estate planning, tax, bill pay, and many aspects of lifestyle management—delivered in-house and integrated into a single client experience.

Pathstone revenue & valuation

Annual revenue	$25,000,000
Revenue per employee	$31,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$80,000,000
Total funding	No funding