Douglas McCall

Director

  • Shareholder

Doug McCall is a Director and shareholder of Pathstone. Doug is responsible for the Philadelphia metro area office compliance infrastructure, which includes client portfolio reviews, maintaining operational efficiencies, and assisting with firm regulatory filings. As a member of the operations team for the affiliated fund program he assists with the operational due diligence of their underlying funds and managers along with creating the compliance structure.

Previously, Doug held a similar position as the Senior Compliance Officer at Veritable, LP. and also worked in positions across the firm’s operations, accounting department, and trading desk. Prior to joining Veritable in 2001, he was a fund accountant at PFPC, Wilmington, DE.

Doug earned a Bachelor of Science in Finance from West Chester University of Pennsylvania. 

Group

Legal & Compliance

Office

Philadelphia Metro Area

Contact & Locations

Doug McCall is a Director and shareholder of Pathstone. Doug is responsible for the Philadelphia metro area office compliance infrastructure, which includes client portfolio reviews, maintaining operational efficiencies, and assisting with firm regulatory filings. As a member of the operations team for the affiliated fund program he assists with the operational due diligence of their underlying funds and managers along with creating the compliance structure.

Previously, Doug held a similar position as the Senior Compliance Officer at Veritable, LP. and also worked in positions across the firm’s operations, accounting department, and trading desk. Prior to joining Veritable in 2001, he was a fund accountant at PFPC, Wilmington, DE.

Doug earned a Bachelor of Science in Finance from West Chester University of Pennsylvania. 

Offices

Scottsdale, AZ

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Los Angeles, CA

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Lakewood, CO

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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

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