Daniel Barton

Director

    Daniel Barton is a Director at Pathstone. Daniel works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

    Daniel joins Pathstone from Crestone Capital. Prior to Crestone, Daniel was a summer associate at Goldman Sachs within the investment management division. Before his role at Goldman, Dan worked with a variety of different Colorado companies including Aimco, HomeAdvisor, and DownRiver Equipment.

    Daniel received his Master of Business Administration in finance from the University of Colorado Boulder and his Bachelor of Science in economics from the University of Denver. He has been a proud Colorado resident since 2007.

    Group

    Advisory Services

    - Client Advisory

    Offices

    Boulder, Colorado

    Denver, Colorado

    Contact & Locations

    Daniel Barton is a Director at Pathstone. Daniel works with Pathstone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.

    Daniel joins Pathstone from Crestone Capital. Prior to Crestone, Daniel was a summer associate at Goldman Sachs within the investment management division. Before his role at Goldman, Dan worked with a variety of different Colorado companies including Aimco, HomeAdvisor, and DownRiver Equipment.

    Daniel received his Master of Business Administration in finance from the University of Colorado Boulder and his Bachelor of Science in economics from the University of Denver. He has been a proud Colorado resident since 2007.

    Offices

    Scottsdale, AZ

    Contact & Locations

    Los Angeles, CA

    Contact & Locations

    Lakewood, CO

    Contact & Locations

    Alexandria, VA

    Contact & Locations

    Maryland

    Contact & Locations

    Naples, FL

    Contact & Locations
    Street view of Winter Park Florida Pathstone Office

    Winter Park, FL

    Contact & Locations

    Atlanta, GA

    Contact & Locations

    Boston, MA

    Contact & Locations

    Englewood, NJ

    Contact & Locations
    Aerial view of New York City

    New York, NY

    Contact & Locations

    Providence, RI

    Contact & Locations

    Austin, TX

    Contact & Locations

    Bellevue, WA

    Contact & Locations

    Seattle, WA

    Contact & Locations