---
title: "PathStone"
canonical: "https://www.metaintro.com/company/pathstone"
language: "en"
industry: "Investment Management"
headquarters: "San Francisco"
website: "https://pathstone.com/"
open_roles: 63
---

# PathStone

Pathstone is an independent, partner-owned advisory firm serving ultra-high-net-worth individuals and families, family offices, foundations, endowments, and other mission-driven institutions. Pathstone brings together deep advisory expertise and institutional-level investment capabilities to support each client's unique goals, values, and vision for the future. As a fiduciary and SEC-registered investment adviser, Pathstone is committed to providing objective advice tailored to each client's circumstances.

## Open roles

- [Associate, Client Advisory](https://www.metaintro.com/job/associate-client-advisory-at-pathstone-071bc8e8-98b9-5cca-bbc2-28808194ed80) — Boston, Massachusetts, United States
- [Property Manager](https://www.metaintro.com/job/property-manager-at-pathstone-95dc49b0-4f48-55ac-95c2-84309397bf31) — Rochester, New York, United States
- [Associate, Finance](https://www.metaintro.com/job/associate-finance-at-pathstone-afc553b9-c4c7-5933-bde0-6e8b5ed807bf) — Atlanta, Georgia, United States, Boston, Massachusetts, United States, Denver, Colorado, United States, Englewood, New Jersey, United States, Potomac, Maryland, United States, San Francisco, California, United States, Winter Park, Florida, United States, Hybrid
- [Regional Manager](https://www.metaintro.com/job/regional-manager-at-pathstone-7f927269-2fe9-5657-91a6-a94263c76927) — Rochester, New York, United States, Hybrid
- [Financial Empowerment Center Financial Counselor](https://www.metaintro.com/job/financial-empowerment-center-financial-counselor-at-pathstone-97b99814-badb-5211-b137-03b56e177512) — Rochester, New York, United States
- [Mobility Coordinator](https://www.metaintro.com/job/mobility-coordinator-at-pathstone-1482b5ea-1ae8-5864-946f-b93d38ed5d2f) — Rochester, New York, United States
- [Lending Operations and Administrative Coord](https://www.metaintro.com/job/lending-operations-and-administrative-coord-at-pathstone-9e1607cb-3d38-544f-8536-1ee3ef96f0ff) — Puerto Rico, United States
- [Outreach Coordinator](https://www.metaintro.com/job/outreach-coordinator-at-pathstone-24968e41-9c60-518e-9d1a-820750f1f796) — Riverhead, New York, United States

[View all 63 roles](https://www.metaintro.com/company/pathstone/jobs/all)

## Skills they ask for

Most frequent across open postings.

### Most requested skills

- Microsoft Excel
- Communication
- Microsoft Office
- Analytical skills
- Case management
- Problem-solving
- Client service
- Customer service
- Investment knowledge
- Excel
- Record keeping
- Salesforce

### Tech stack

- **CMS:** WordPress, HubSpot CMS
- **Analytics:** Google Analytics 4, Google Tag Manager
- **Marketing:** HubSpot
- **CDN:** jsDelivr, unpkg
- **Libraries:** jQuery, GSAP, D3.js, Chart.js, Swiper
- **Security:** Osano

## Similar companies

Companies in the same industry as PathStone that are hiring now.

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- [State Street](https://www.metaintro.com/company/state-street) — 2,573 open roles
- [BNY](https://www.metaintro.com/company/bny) — 1,347 open roles
- [Stripe](https://www.metaintro.com/company/stripe) — 705 open roles
- [UBS](https://www.metaintro.com/company/ubs) — 642 open roles
- [LPL Financial](https://www.metaintro.com/company/lpl-financial) — 571 open roles

## Questions about PathStone

### Is PathStone hiring?

Yes. As of November 5, 2026, PathStone has 63 open roles on Metaintro. 32 were posted in the last 30 days. The most are in Finance (14), Education (12), and Investment Finance (10).

### Where is PathStone hiring?

PathStone is hiring in Atlanta, Bellevue, Boston, New York, Potomac, and San Francisco, with the most open roles in Atlanta.

### Does PathStone offer remote or hybrid work?

28% of open roles are hybrid and 0% are remote.

### What skills does PathStone look for?

Its open roles most often ask for Microsoft Excel, Communication, Microsoft Office, Analytical skills, and Case management.
