Pathstone

About Pathstone

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Reviews

Client Advisory Intern

January 2022 • Boulder, CO

“Interning at Crestone has been an amazing experience. Working at such a high performing and professional place has led me to learn much about wealth management, alternative assets, and how to communicate in the workplace. The intern program allows for you to gain hands-on experience about all different areas of finance, such as client advisory, investment research, accounting, wealth planning, etc. The culture at Crestone Capital is also top tier, with very helpful mentor and analyst pairings and the ability to learn from the many different experiences the team at Crestone has.”

Client Advisory Intern

January 2022 - December 2022 • Boulder, CO

“Crestone Capital is a top-notch, elite wealth management firm that provides high-level service to both clients and employees, which has made for a phenomenal learning experience. Their internship program provides extensive knowledge on all things finance and they give you the autonomy to pursue what you desire. From portfolio management to alternative asset exposure, Crestone Capital interns develop a deep understanding of the wealth management industry through mentorship pairings and effective, hands-on training. Consistently named as one of the "Best Places to Work", Crestone Capital's biggest differentiators are its culture, credibility, and supportive learning environment. ”

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