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UHNW RIA Pathstone has named Eddie Brown, who most recently served as head of Charles Schwab’s family office advisory and Premier Wealth Group units, as its new chief growth officer, charged with leading the firm’s organic growth strategy and business development priorities.
Brown brings 25 years of experience within family offices and wealth management firms. At Schwab, along with leading family office advisory, he was a managing director and member of the Schwab Advisor Services leadership team. He has also held senior roles at Fidelity Family Office Services, Morgan Stanley, and Citi.
As chief growth officer, Brown will spearhead business development and expansion strategies across the RIA’s subsidiaries Pathstone Family Office, Willow Street Trust Company, and Advisor Partners. He is based in Scottsdale, AZ.
Brown’s addition comes on the heels of Pathstone’s acquisition of $45B UHNW independent advisory Hall Capital Partners, which increased the firm’s network of offices to 23 in total across the US and brought its total AUA and AUM to $160B and nearly $100B, respectively, as reported by Dakota on October 16.
Written By: Dakota
May 08, 2024
January 13, 2025
June 03, 2024
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