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Daniel Barton
Director at Pathstone
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Work Experience
Director
Apr 2024 - Present · 8 months
Jun 2018 - Apr 2024 · 5 years and 10 months
Director
Jan 2022 - Apr 2024 · 2 years and 3 months
Associate
Jun 2018 - Jan 2022 · 3 years and 7 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
Discover More About Cleveland Clinic
Contact Details
  • Email AddressD**@pathstone.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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