Pathstone

Associate, Client Advisory

Bachelor’s degree; 5+ years in Client Operations/Administration; strong interpersonal, analytical, and organizational skills; Microsoft Office proficiency; experience with custodians and CRM a plus.

Senior Associate, Capital Markets

Bachelor’s degree required; 2-5 years experience preferred; strong analytical, quantitative, problem‑solving, and client service skills; proficient in MS Office, especially Excel; ability to communicate with industry professionals; detail‑oriented and organized.

Bachelor’s degree; prior finance industry exposure preferred; strong analytical, client service, and MS Office skills; able to manage time-sensitive tasks.

Bachelor’s degree; interest in wealth management; strong analytical, client service; MS Office skills; proactive and organized; strong communication.

Director, Tax

Ten years public accounting experience; CPA license required; CFP desirable; strong communication and project management skills.

Senior Analyst, Investment Research

Bachelor's degree; 2-5 years in finance or related field; strong communication; travel willingness.

Tax Associate

Tax Associate with CPA track; 2+ years public accounting; bachelor's in accounting; 150 credit hours; graduate degree preferred.

Title	Location	Date
Associate, Client Advisory Full Time · $65K-$73K · 5+ YOE Bellevue, Washington, United States · Onsite	Bellevue, Washington, United States Onsite	Jan 9, 2026
Senior Associate, Capital Markets Full Time · $60K-$70K · 2+ YOE Englewood or New York City or Alexandria or Bellevue or Winter Park · Onsite	Englewood or New York City or Alexandria or Bellevue or Winter Park Onsite	Dec 30, 2025
Associate, Client Advisory Full Time · $65K-$73K Los Angeles, California, United States · Onsite	Los Angeles, California, United States Onsite	Nov 18, 2025
Associate, Client Advisory Full Time · 0+ YOE Newtown Square or Alexandria or Los Angeles or Potomac · Onsite	Newtown Square or Alexandria or Los Angeles or Potomac Onsite	Nov 18, 2025
Director, Tax Full Time · $180K-$210K · 10+ YOE Atlanta or Bellevue or New York or Boston or Potomac or Englewood or Newtown Square · Onsite	Atlanta or Bellevue or New York or Boston or Potomac or Englewood or Newtown Square Onsite	Nov 13, 2025
Senior Analyst, Investment Research Full Time · 2+ YOE Newtown Square, Pennsylvania, United States · Onsite	Newtown Square, Pennsylvania, United States Onsite	Nov 4, 2025
Tax Associate Full Time · $55K-$75K · 2+ YOE Bellevue or Boston or Newtown Square or New York or Potomac or Atlanta or Englewood · Hybrid	Bellevue or Boston or Newtown Square or New York or Potomac or Atlanta or Englewood Hybrid	Apr 28, 2025

Activities	Investment advisory servicesComprehensive tax strategyWealth and estate planningFamily governance servicesPhilanthropic advisory services
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Pathstone
Employees	824
Type	Private
Parent Company	Pathstone Holdings LLC
Subsidiaries	Hall Capital PartnersVeritableWillow StreetConcentric InnovationCrestone Capital
Tagline	Provides wealth management and family office services.
Founded	2,010
Website	pathstone.com
Latest Funding Round	Private Equity
Latest Funding Year	2,023
Latest Funding Amount	769,000,000
Latest Investors	Kelso & CompanyLovell Minnick Partners

Pathstone

About Pathstone