

Pathstone Information
Contact top employees from
Pathstone
Summary
Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a bre...Show more
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Family Office Services, Investment Advice, Tax Planning, Estate Planning, Bill Pay, Accounts Receivable , ESG Investing, Environmental, Social, Governance Investing, Socially Responsible Investing, Investment Solutions, Family Office Structuring, Tax Advice, Tax Savings, Fee Savings
Subsidiaries and Affiliated Companies
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Pathstone shows a diverse range of experience levels:
1% have been with the company for less than 1 year31% for 1–2 years33% for 3–4 years10% for 5–7 years9% for 8–10 years16% have over 11 years of service at PathstoneEx-employees positions
In Company
In New Company
Contact top employees from
Pathstone
Austin Lynch
Director
Mandi Nance
Director | Personal CFO Services
David Griesbauer
Director
Brendan Treanor
Associate Director
Kevin Casey
Managing Director
Molly Smithee
Director
Joseph DeSocio
Tax Manager
Billy Herchakowski
Manager
Elizabeth Coker
Accounting Associate
Sarah Larochelle
Director
Connor OBrien
Manager, Client Advisory
Steven DeLucia CFA
Director
Ashley Ellsworth
Capital Markets Manager
Madisen Fiarito
Client Manager
Andrea Vilas
Associate Director
Erika Esposito
Associate Director, Client Advisory
Daniel Barton
Director
Chandler Manson
Senior Associate
Mariza Kermani
Manager
Matt Walker
Director
Michelle Remy
Manager, Workplace Experience
Kyle Levine
Reporting Associate
Matthew Scimeca
Capital Markets Associate
Vivien Johnson
Managing Director
Paul Thiel
Shareholder and Managing Director
Dustyn David
Associate
Melissa Bihary
Chief People Officer
Robert Silfen
Director