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Pathstone

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Pathstone an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone has 13 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and eager to work with a growing and diverse team. Pathstone provides a competitive benefits package which becomes available immediately upon hiring. Mission: We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learning classes to our team members for opportunities for personal and professional enrichment.

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3.7

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

Pathstone supports clients who seek to align their investments with their mission or values while earning competitive financial returns Our approach to sustainable and impact investing relies on rigorous research and the selection of investment managers and strategies that systematically integrate environmental, social, and governance (ESG) considerations and sustainability themes into their process. ESG analysis helps us to identify and evaluate material issues that may influence investment performance and to assess whether they are being managed appropriately. Pathstone’s investment acumen and impact expertise, combined with our strong culture of client service, offers a uniquely personalized approach — one that is tailored to each client’s interests, depth of knowledge, structure, and circumstances.We enhance baseline ESG data by correcting for biases and factoring intentionality into the score. Scores can inform investment selection and are reported on a quarterly basis.

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Awards Received

2023

Revenues

$645,500,000.00

Website Traffic

Employee Rating

4

Customer Rating

3.8

Company Size

100-1000

ESG Risk Rating

3

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