Pathstone

John Decker is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He has been with Pathstone since 2016 and previously worked at Convergent Wealth Advisors, LLC for nine years. Pathstone primarily serves ultra-high-net-worth families, single-family offices, institutional investors, and other pooled investment vehicles. The firm employs a multi-asset, manager-centric investment approach and offers a combination of investment advisory and family-office services, including in-house accounting and affiliated fiduciary companies.

Bliss Bernal is a financial advisor at Pathstone with five years of industry experience. Prior to joining Pathstone in 2024, Bernal worked at Crestone Asset Management LLC, PINE Advisor Solutions, Eco Is Sexy, LLC, and Manchester Capital Management, LLC. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside a range of family-office services including in-house accounting and tax preparation.

Scott Macaione is a CFP® and CFA® with 26 years of industry experience. He is currently with Pathstone, where he has worked since 2022. His prior roles include positions at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside family-office services such as in-house accounting and fiduciary support.

Paige Dickman is a financial advisor at Pathstone with two years of industry experience. She holds a Series 65 credential and previously worked at Align Impact. Outside of her advisory role, she has experience in education and advertising, including positions at Colorado Mesa University and Sasquatch Advertising. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside a suite of professional services such as in-house accounting and tax preparation.

Vivien Johnson is a CFP®, CFA®, and Series 66-licensed financial advisor at Pathstone with 12 years of industry experience. She previously worked at Eaton Vance WaterOak Advisors, Water Oak Advisors, Morgan Stanley, and Seaside National Bank and Trust. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management alongside in-house accounting and tax preparation services. The firm emphasizes multi-asset, manager-centric portfolios with long-term, risk-aware allocations supported by in-house research and operational due diligence.

Noah Clements is a financial advisor at Pathstone with a Series 65 designation and one year of industry experience. His prior roles include positions at Epiqwest Culver Wealth Advisors and Canvas Credit Union, as well as experience in education at Colorado State University and Durango High School. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management and a range of professional services including in-house accounting and tax preparation. The firm integrates investment advisory with family-office services and manages diversified portfolios emphasizing long-term, risk-aware allocations.

Daniel Kwon is a financial advisor at Pathstone with 23 years of industry experience and holds a Series 65 designation. He worked at Cornerstone Advisors Inc for 22 years before joining Pathstone in 2020. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management alongside comprehensive professional services such as in-house accounting and tax preparation. The firm employs a multi-asset, manager-centric investment approach focused on long-term, risk-aware allocations supported by in-house research and operational due diligence.

Charles Olson is a PFS™ credentialed advisor at Pathstone with three years of industry experience. Prior to joining Pathstone in 2024, he worked at Crestone Asset Management LLC for four years and Gary A. Jacobs & Associates, P.C. for twelve years. Olson also maintains a CPA practice as a sole practitioner under Charles Olson, CPA. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management combined with family-office services such as in-house accounting and affiliated trust companies.

Charissa Taub is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Pathstone since 2016. She holds the Series 63 designation and is based in Englewood, NJ. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management alongside in-house accounting, tax preparation, and other professional services. The firm employs a multi-asset, manager-centric investment approach, emphasizing diversified portfolios and long-term, risk-aware allocations supported by in-house research and due diligence.

Austin Lynch is a CFP® professional with three years of industry experience. He has worked at Pathstone since 2019, following prior roles at Point Oak Retirement Advisors and Wells Fargo. Pathstone serves ultra-high-net-worth families, single-family offices, institutional investors, and pooled investment vehicles, offering discretionary and non-discretionary investment management alongside in-house accounting, bill-pay, and tax preparation services. The firm employs a multi-asset, manager-centric investment approach focused on long-term, risk-aware allocations supported by in-house research and operational due diligence.

Jeffrey Daems is a CFA® charterholder currently with Pathstone, where he has worked since 2024. He previously spent 19 years at Hall Capital Partners. Pathstone serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management combined with family-office services such as in-house accounting and fiduciary companies.

Tenaya Harrison Morelock is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Pathstone. Her prior roles include positions at Crestone Asset Management LLC and JPMorgan Securities LLC. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, providing multi-asset investment management, manager sourcing, and portfolio construction. The firm combines advisory services with family-office offerings, including in-house accounting and affiliated trust companies.

Brian Brady is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Pathstone, having joined the firm in 2023. Prior to Pathstone, he worked at UBS Financial Services Inc. for seven years and was involved with 510nano, Inc. for two years. Pathstone serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management alongside family-office services such as in-house accounting and fiduciary support. The firm emphasizes long-term, risk-aware portfolio construction across a diversified range of asset classes.

Kollin Schrenk is a financial advisor at Pathstone with four years of industry experience. He holds a Series 65 designation and has worked at Pathstone since 2024, following roles at Bryon Financial, LLC, Pesta Finnie & Associates LLP, and GreerWalker LLP. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering a multi-asset, manager-centric investment approach that includes discretionary and non-discretionary management, as well as in-house accounting and tax services. The firm combines traditional investment advisory with family-office offerings and operates a multi-affiliate platform that includes affiliated trust companies and sponsored funds.

Emily Brengle is a financial advisor at Pathstone with three years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Sanford C. Bernstein & Co., LLC. before joining Pathstone. Brengle’s background includes roles outside finance, such as working on the Biden Harris Presidential Campaign in 2020. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors. The firm employs a multi-asset, manager-centric investment approach and offers a combination of investment advisory and family-office services, including in-house accounting and affiliated trust companies.