Paul Daniel Gloth
Corporate Officer/Principal bij American Bar Association
Profiel
Mr. Paul D.
Gloth, CPA, is an Executive Managing Director at Pathstone Family Office LLC, a Member at American Bar Association and at Maryland State Bar Association.
In Pathstone Family Office, he is responsible for advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management.
Additionally, he provides direction to firm’s client advisors and team leaders.
He assists in the research and analysis of technical issues in addition to working on internal business processes and corporate efficiency.
He is also a Partner at the firm and a member of firm’s Investment Committee.
Prior to joining Pathstone Family Office, Mr. Gloth was a Managing Director and client relationship manager with Convergent Wealth Advisors.
He and his team served over 30 families managing almost $2 billion of family assets.
During his tenure at Convergent, Mr. Gloth was a member of the Risk Management Oversight, Leadership, Executive, and Investment Committees.
Prior to joining Convergent Wealth Advisors in 2007, he spent over six years as the Chief Financial Officer and General Counsel for a DC based architectural firm where he was responsible for all financial and legal matters for the owner’s family office.
In this position, he worked diligently to coordinate the overall financial, tax, and estate planning in a complex family office that included numerous separate investment entities and trusts.
Mr. Gloth received his Bachelor of Business Administration from the College of William and Mary and graduated magna cum laude from the University of Baltimore Law School.
He also passed the CPA exam in 1981 and the Financial Industry Regulatory Authority Series FINRA 7, 63, and 65 exams.
Actieve functies van Paul Daniel Gloth
| Bedrijven | Functie | Begin |
|---|---|---|
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 04-08-2011 |
| Maryland State Bar Association | Corporate Officer/Principal | 04-08-2011 |
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | 01-11-2016 |
Eerdere bekende functies van Paul Daniel Gloth
| Bedrijven | Functie | Einde |
|---|---|---|
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Paul Daniel Gloth
| The College of William & Mary | Undergraduate Degree |
| University of Baltimore | Graduate Degree |
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| Bedrijven in privébezit | 6 |
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Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Commercial Services |
| Maryland State Bar Association | |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |