Our capabilities to help build  your preferred life

Vision, Values & Legacy Discovery

Strategic Life & Financial Planning

Investment Strategy & Oversight

Portfolio Management & Asset Allocation

Liquidity & Cash Flow Planning

Insurance, Risk & Cyber Security

Tax Strategy, Reporting & Compliance

Estate, Trust & Fiduciary Planning

Trust Administration & Governance

Family Governance & Legacy Planning

Philanthropy & Purpose-driven Investing

Business & Transaction Advisory

Life, Lifestyle & Property Management

Personal CFO & Financial Operations

Meet the people behind the purpose.

At Pathstone, our people are more than advisors—they’re partners in your journey, trusted stewards of your vision, and thoughtful guides through complexity. Each team member brings their own expertise, empathy, and clarity to help you live your preferred life. Meet the individuals who make our mission real—every day, and in all ways.

Filter:

+ LEADERSHIP TEAM

+ BOARD OF MANAGERS

+ INVESTMENT OVERSIGHT COMMITTEE

Bryce McDonald

Lover of Work. Liker of Play. Lifelong Learner. Managing Director.

Rachael Bellamy

Avid Hiker. Francophile. Closet Comedian. Director & Shareholder.

Silas Calder

Snowboarder. Star Wars Loyalist. Cellist. Director & Shareholder.

Jonas Darcy

Golfer. Mezcal Collector. Classic Rock Fan. Board Member, Lovell Minnick Partners.

Talia Ellsworth

Yogi. Fiction Lover. Aspiring Chef. Managing Director & Shareholder.

Ronan Finch

Surfer. Bread Baker. Crossword Addict. Managing Director & Shareholder.

Matteo Granger

History Buff. Chess Enthusiast. Backyard Griller. Managing Director & Shareholder.

Matt Hale

Cyclist. Podcast Junkie. Vintage Watch Collector. Managing Director & Shareholder.

Denise Irwin

Runner. Jazz Aficionado. Dog Mom. Managing Director & Shareholder.