
location_on909 Third Avenue, 909, 3rd Avenue, Turtle Bay, Manhattan Community Board 6, Manhattan, New York County, New York, 10022, United States
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
With more than 20 office locations and over $100 billion in client assets under management, Pathstone has expanded significantly over the past five years. We are committed to making a meaningful difference for clients and their families while fostering a supportive, purpose-driven environment for our professionals. Our people are our greatest asset, and we encourage team members to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Work model: On-site
909 Third Avenue, 909, 3rd Avenue, Turtle Bay, Manhattan Community Board 6, Manhattan, New York County, New York, 10022, United States
New York, New York
Skills: Microsoft Office, Excel, Ai Tools, Ai-Enabled Tools, Ai-Assisted Outputs, Wealth Management, Asset Management, Investment Solutions, Sec Marketing Standards, Project Management.
Education: Bachelor's degree required.
Experience in wealth management, asset management, professional services, or a growth-oriented role.
Pathstone is a financial services firm headquartered in Englewood, New Jersey, specializing in investment and wealth advisory solutions. The organization serves individuals and families with significant assets, family offices, and institutional clients. By focusing on unique circumstances, the firm delivers deep expertise across multiple disciplines to meet specific client needs. Pathstone provides a comprehensive suite of services including investment advisory, wealth and legacy planning, professional services, and various lifestyle management aspects. All offerings are delivered in-house to ensure a highly integrated and personalized client experience. This approach allows the firm to maintain strict control over service quality and alignment with client goals. The company operates within the broader financial services sector, leveraging its internal capabilities to support complex financial requirements. Through its structured service model, Pathstone aims to provide consistent support for wealth preservation and growth strategies.
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