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.


Client Advisory Intern

May 2023 - August 2023 Boulder, CO
“Working at Crestone Capital has been an extremely enjoyable experience. From the moment you start, you are given resources and a network of mentors to learn from. Interns are given the opportunity to explore everything from financial advisory to wealth & estate planning through hands on training and mentorship meetings. Thanks to my internship at Crestone, I have gained an immense amount of knowledge on the financial industry, a network of incredible individuals, and an eagerness to explore wealth management as a professional career.”

Investment Research Intern

May 2023 - August 2023 Boulder, CO
“Everyone at Crestone is so kind and supportive and really makes an effort to get to know the interns even though we are only on the team for a short period of time. My financial literacy has increased tremendously since working at Crestone and I have been able explore areas of finance that interest me through the capstone project.”
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