Pathstone
Highly Engaged Employees

Q: What is Pathstone's official website?

Pathstone's official website is www.pathstone.com

Q: What is Pathstone's Revenue?

Pathstone's revenue is $360.9 Million

Q: How many employees does Pathstone have?

Pathstone has 501-1,000 employees

Q: What industry does Pathstone belong to?

Pathstone is in the industry of: Finance , Securities Trading

Q: What is Pathstone competition?

Pathstone top competitors include: Level Four Advisory Services , Stratos Wealth Partners , Silvercrest Asset Management Group , Wealth Enhancement

Q: What companies has Pathstone acquired?

Pathstone has acquired the companies: Crestone, Crestone Capital, Mill Creek, Veritable

Q: What technology does Pathstone use?

Some of the popular technologies that Pathstone uses are: DocuSign, WordPress.org, reCAPTCHA, PHP

Q: Who is the CFO of Pathstone?

Pathstone's CFO is Melissa Rutten

Q: How do I contact Pathstone?

Pathstone contact info: Phone number: (201) 944-7284 Website: www.pathstone.com

Finance · New Jersey, United States · 501-1,000 Employees

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Overview

Headquarters

10 Sterling Blvd Ste 402, Englewood, New...

Phone Number

(201) 944-7284

Website

www.pathstone.com

Revenue

$360.9 Million

Industry

Finance

Securities Trading

About Pathstone

Pathstone is an independently operated and partner owned multigenerational family office that offers strategic wealth management and customized investment services to high-net-worth and ultra-high-net worth individuals and families, family offices, and select institutions. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy.Explore more

Is this data correct?

SIC Code 62,628NAICS Code 52,523Show more

Pathstone Org Chart

Robert Sawyer

Managing Director

Phone

Melissa Rutten

Managing Director, Personal Chief Financial O...

Phone

Alexander (Alex) Ha...

Chief Operating Officer

Phone

Audra Johnson

Director. Personal Chief Financial Officer Se...

Phone

Kelly Maregni

President

Phone

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Jeffrey Morrison

Managing Director

Phone

Managing Director

Phone

Managing Director, Investment Operations

Phone

Managing Director, Investment Research

Phone

Managing Director

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Chris GoodrichController

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Pathstone Tech Stack

A closer look at the technologies used by Pathstone

PHP

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Frequently Asked Questions Regarding Pathstone

What is Pathstone's official website?

Pathstone's official website is www.pathstone.com

What is Pathstone's Revenue?

Pathstone's revenue is $360.9 Million

What is Pathstone's SIC code?

Pathstone's SIC: 62,628

What is Pathstone's NAICS code?

Pathstone's NAICS: 52,523

How many employees does Pathstone have?

Pathstone has 501-1,000 employees

What industry does Pathstone belong to?

Pathstone is in the industry of: Finance, Securities Trading

What is Pathstone competition?

Pathstone top competitors include: Level Four Advisory Services, Stratos Wealth Partners, Silvercrest Asset Management Group, Wealth Enhancement

What companies has Pathstone acquired?

Pathstone has acquired the companies: Crestone, Crestone Capital, Mill Creek, Veritable

What technology does Pathstone use?

Some of the popular technologies that Pathstone uses are: DocuSign, WordPress.org, reCAPTCHA, PHP

Who is the CFO of Pathstone?

Pathstone's CFO is Melissa Rutten

How do I contact Pathstone?

Pathstone contact info: Phone number: (201) 944-7284 Website: www.pathstone.com

What does Pathstone do?

What are Pathstone social media links?

Pathstone Linkedin page Pathstone Twitter page Pathstone Facebook page

Is Pathstone a public company?

Pathstone is private company therefore does not currently have an official ticker symbol

See more information about Pathstone

Pathstone Latest Hires and Their Positions

Pathstone is expanding and recently hired new employees. Here are the latest additions to the team.

Amanda Bello

Associate Legal Counsel

Joined Sep 1, 2026

Phone

Tobin Kim

Head Managing Director, Product & Transformation

Joined Sep 1, 2026

Phone

Bao Khuyen

Manager

Joined Sep 1, 2026

Phone

Morgan Duin

Associate Director

Joined Sep 1, 2026

Phone

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