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Clarke Lemons
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Work Experience
N/A
May 2022 - Present · 2 years and 7 months
Eaton Vance WaterOak Advisors
N/A
Oct 2020 - May 2022 · 1 years and 7 months
N/A
Jan 1997 - Oct 2020 · 23 years and 9 months
Company Details
201-500 Employees
Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our trusted advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com.
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
10 Sterling Blvd Ste. 402 Englewood, New Jersey 07631, US
Keywords
Family Office ServicesInvestment AdviceTax PlanningEstate PlanningBill PayAccounts ReceivableESG InvestingEnvironmentalSocialGovernance Investing
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