Associate Director, Financial Planning & Analysis

Boston, MA; New York, NY; Bellevue, WA; Atlanta, GA; Potomac, MD; Winter Park, FL; Denver, CO

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expande...