Charles Kurz

Managing Director

  • Shareholder

Chuck Kurz serves as Managing Director and shareholder at Pathstone. He is also Vice Chair of the Board of Directors for Laurel Trust Company (“LTC”).

Before joining Pathstone, Chuck was Managing Director and Head of Strategy, Operations, and Finance at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He joined Hall Capital Partners in 1998 as a Reporting Analyst.

Chuck earned a Bachelor of Science in Business Administration from the University of New Hampshire and an MBA from the Haas School of Business at the University of California, Berkeley. He serves on the Board of Directors for Summer Search Bay Area.

Chuck lives in Marin, California, with his wife and two children. He enjoys spending time outdoors and listening to music.

Group

Advisory Operations

- Center for Innovation

Office

San Francisco, California

Contact & Locations

Chuck Kurz serves as Managing Director and shareholder at Pathstone. He is also Vice Chair of the Board of Directors for Laurel Trust Company (“LTC”).

Before joining Pathstone, Chuck was Managing Director and Head of Strategy, Operations, and Finance at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He joined Hall Capital Partners in 1998 as a Reporting Analyst.

Chuck earned a Bachelor of Science in Business Administration from the University of New Hampshire and an MBA from the Haas School of Business at the University of California, Berkeley. He serves on the Board of Directors for Summer Search Bay Area.

Chuck lives in Marin, California, with his wife and two children. He enjoys spending time outdoors and listening to music.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

Contact & Locations