| Name | Title | Contact Details |
|---|---|---|
Craig Brown |
Executive Vice President, Chief Operating Officer of Credit | Profile |
Chris Dooley |
EVP & Chief Information Officer | Profile |
Julie Signorille-Browne |
Chief Operating Officer | Profile |
Shelbi Love |
SVP, Chief Information Security Officer | Profile |
John King |
Vice President of IT Shared Services | Profile |
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
East Cambridge Savings Bank is committed to being the best bank in its market measured in terms of customer satisfaction. The Bank achieves its strength by focusing on continual improvement, the prudent production of profits, community responsibility,
PrimeSouth Bank is a Tallassee, AL-based company in the Financial Services sector.
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Clear Creek National Bank is a Georgetown, CO-based company in the Financial Services sector.