Leadership Overview
Pathstone has 10 executives leading key functions including wealth management, investment strategy, and client advocacy.
Committed to multigenerational legacy preservation, Pathstone delivers customized financial solutions to ultra-high-net-worth families and institutions through an independent, partner-owned model that prioritizes long-term client goals.
Committed to multigenerational legacy preservation, Pathstone delivers customized financial solutions to ultra-high-net-worth families and institutions through an independent, partner-owned model that prioritizes long-term client goals.
Leadership Roles at Pathstone
David Griesbauer - Managing Director
David Griesbauer, the Managing Director at Pathstone, directs comprehensive wealth management initiatives for ultra-high-net-worth families. Griesbauer architects complex investment portfolios that align with specific multigenerational legacy objectives. By overseeing North American market operations, the Managing Director ensures that client assets remain positioned for long-term growth despite shifting economic landscapes. David Griesbauer collaborates with internal tax and estate planning teams to provide holistic financial oversight. This leadership role involves constant monitoring of global market trends to mitigate risk while maximizing capital preservation. Through rigorous analysis and personalized advisory services, the Managing Director maintains the firm's commitment to advocacy-focused financial planning. Griesbauer drives operational excellence by integrating sophisticated investment vehicles into client accounts. Ultimately, the Managing Director secures the financial future of diverse family offices by delivering bespoke strategies that address unique liquidity needs and philanthropic goals.
Jonathan Bordeau - Managing Director
Jonathan Bordeau, the Managing Director at Pathstone, manages institutional client relationships and complex portfolio construction. Bordeau designs customized investment frameworks that support the specific mandates of family offices and select institutions. Overseeing regional expansion efforts, the Managing Director ensures that Pathstone maintains a competitive edge in the evolving financial services sector. Jonathan Bordeau coordinates with the investment committee to evaluate alternative asset classes and private equity opportunities. This leadership role requires deep technical expertise in asset allocation and risk management. By focusing on institutional-grade reporting and transparency, the Managing Director builds trust with sophisticated investors. Bordeau drives the implementation of proprietary investment models that enhance portfolio performance across diverse market cycles. Through strategic oversight of client portfolios, the Managing Director fosters long-term stability and growth. Bordeau consistently delivers high-touch advisory services that align with the firm's core mission of empowering clients to achieve unique financial milestones.
Robert Sawyer - Managing Director
Robert Sawyer, the Managing Director at Pathstone, oversees the development of strategic wealth planning for high-net-worth individuals. Sawyer architects comprehensive financial roadmaps that integrate tax efficiency, estate planning, and philanthropic endeavors. By managing client engagement across the United States, the Managing Director ensures that every family receives tailored guidance suited to complex financial situations. Robert Sawyer collaborates with legal and accounting professionals to streamline wealth transfer processes for multigenerational clients. This leadership role involves identifying emerging market opportunities that support long-term capital appreciation. Sawyer drives the firm's advocacy-focused model by prioritizing client interests above all else. Through meticulous attention to detail, the Managing Director mitigates potential financial risks while optimizing portfolio structures. Robert Sawyer maintains a focus on sustainable growth, ensuring that Pathstone remains a trusted partner for families seeking to preserve their legacy. The Managing Director consistently delivers high-level financial insights that empower clients to navigate intricate economic environments with confidence.
Ari Pontz - Managing Director
Ari Pontz, the Managing Director at Pathstone, leads the firm's efforts in private market investments and alternative asset selection. Pontz architects specialized investment strategies that provide clients with access to exclusive private equity and venture capital opportunities. By overseeing national investment research, the Managing Director ensures that Pathstone remains at the forefront of market innovation. Ari Pontz coordinates with external fund managers to conduct rigorous due diligence on potential investment vehicles. This leadership role requires a deep understanding of market volatility and long-term value creation. Pontz drives the integration of alternative assets into traditional portfolios to enhance diversification and risk-adjusted returns. Through strategic oversight of private market allocations, the Managing Director supports the firm's goal of providing superior financial outcomes. Ari Pontz maintains strong relationships with institutional partners to secure favorable terms for clients. The Managing Director consistently applies analytical rigor to ensure that every investment aligns with the specific risk tolerance and liquidity requirements of the families served.
Stephen Waltrich - Managing Director
Stephen Waltrich, the Managing Director at Pathstone, manages the firm's internal investment operations and portfolio performance analytics. Waltrich architects scalable systems that track asset performance across diverse client accounts. By overseeing the technical infrastructure of the investment department, the Managing Director ensures that data-driven insights inform every financial decision. Stephen Waltrich collaborates with the broader leadership team to refine investment methodologies and improve operational efficiency. This leadership role involves monitoring market benchmarks and evaluating the effectiveness of current asset allocation strategies. Waltrich drives the implementation of advanced reporting tools that provide clients with clear visibility into their financial progress. Through precise oversight of portfolio metrics, the Managing Director identifies opportunities for optimization and risk reduction. Stephen Waltrich maintains a focus on operational excellence, ensuring that Pathstone delivers consistent and reliable service to all clients. The Managing Director consistently supports the firm's mission by providing the analytical foundation necessary for successful long-term wealth management.
Elizabeth Smoose - Managing Director
Elizabeth Smoose, the Managing Director at Pathstone, directs client service operations and relationship management for high-net-worth families. Smoose architects personalized service models that address the unique administrative and financial needs of multigenerational clients. By overseeing regional client engagement, the Managing Director ensures that Pathstone maintains a high standard of responsiveness and advocacy. Elizabeth Smoose coordinates with internal teams to provide comprehensive support for estate planning and tax-related financial matters. This leadership role involves fostering long-term relationships built on trust and transparency. Smoose drives the firm's commitment to client education, ensuring that families understand the strategic rationale behind their investment portfolios. Through proactive communication and meticulous service delivery, the Managing Director enhances the overall client experience. Elizabeth Smoose maintains a focus on operational consistency, ensuring that every interaction reflects the firm's core values. The Managing Director consistently delivers high-touch advisory services that empower clients to achieve their long-term financial goals and preserve their legacy.
Jonathan Workman - Managing Director
Jonathan Workman, the Managing Director at Pathstone, oversees the firm's strategic initiatives regarding sustainable and impact investing. Workman architects investment portfolios that align financial returns with the specific social and environmental values of clients. By managing national impact research, the Managing Director ensures that Pathstone provides cutting-edge solutions for families interested in mission-driven capital allocation. Jonathan Workman collaborates with the investment committee to identify high-quality impact opportunities across various asset classes. This leadership role requires a deep understanding of ESG metrics and long-term sustainability trends. Workman drives the integration of impact-focused strategies into traditional wealth management frameworks. Through rigorous analysis, the Managing Director ensures that these investments meet the same high performance standards as conventional assets. Jonathan Workman maintains strong connections with global impact networks to source unique opportunities. The Managing Director consistently supports the firm's mission by helping clients achieve their financial objectives while simultaneously creating positive societal change.
Zachary Rodd - Managing Director
Zachary Rodd, the Managing Director at Pathstone, manages the firm's strategic growth and business development efforts. Rodd architects expansion plans that attract new high-net-worth families and institutional partners to the firm. By overseeing market outreach, the Managing Director ensures that Pathstone effectively communicates its value proposition to potential clients. Zachary Rodd collaborates with the executive team to identify new service areas and geographic opportunities for growth. This leadership role involves building strong networks within the financial community to enhance the firm's reputation. Rodd drives the implementation of client acquisition strategies that align with the firm's long-term vision. Through strategic networking and relationship building, the Managing Director expands the firm's reach while maintaining the quality of service. Zachary Rodd maintains a focus on sustainable business development, ensuring that Pathstone continues to thrive as an independent, partner-owned entity. The Managing Director consistently delivers results that support the firm's mission of providing exceptional wealth management services.
Jeffrey Beachell - Managing Director
Jeffrey Beachell, the Managing Director at Pathstone, directs the firm's risk management and compliance frameworks. Beachell architects robust internal controls that protect client assets and ensure adherence to regulatory standards. By overseeing national compliance operations, the Managing Director ensures that Pathstone maintains the highest level of integrity and transparency. Jeffrey Beachell collaborates with legal counsel to navigate the complex regulatory environment governing investment advisory services. This leadership role involves constant monitoring of industry changes to mitigate potential operational risks. Beachell drives the development of internal policies that support the firm's advocacy-focused model. Through meticulous oversight, the Managing Director ensures that all investment activities remain aligned with client interests and legal requirements. Jeffrey Beachell maintains a focus on operational security, ensuring that the firm's infrastructure remains resilient against market and regulatory threats. The Managing Director consistently supports the firm's mission by providing the stable foundation necessary for long-term wealth preservation.
Ellen Maguire - Managing Director
Ellen Maguire, the Managing Director at Pathstone, oversees the firm's financial planning and tax strategy department. Maguire architects sophisticated tax-efficient investment structures that maximize after-tax returns for ultra-high-net-worth clients. By managing national tax planning initiatives, the Managing Director ensures that Pathstone provides comprehensive solutions for complex family wealth scenarios. Ellen Maguire collaborates with estate planning experts to optimize the transfer of assets across generations. This leadership role involves identifying tax-saving opportunities within current investment portfolios. Maguire drives the integration of tax strategy into the broader wealth management process, ensuring that every financial decision considers the long-term tax implications. Through rigorous analysis and strategic planning, the Managing Director helps clients preserve more of their wealth for future generations. Ellen Maguire maintains a focus on technical excellence, ensuring that the firm's advice remains current with evolving tax laws. The Managing Director consistently supports the firm's mission by delivering high-value financial insights that empower clients to achieve their unique goals.
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