Teams at Pathstone

Provide support to a Client Advisory Team in client service and daily operations, including performance analysis, client documentation, and quarterly reporting.

Assist a Client Advisory Team with client service, daily operations, performance analysis, and administrative duties. Engage in communication and documentation related to investment strategies.

The Tax Director will lead tax and financial affairs for high-net-worth families, ensuring timely and accurate tax returns, managing client relationships, and overseeing family office services.