Edward Patron

Managing Director

    Edward Patron serves as Managing Director and shareholder at Pathstone.

    Before joining Pathstone, Ed was Managing Director and led the Information Technology group at Hall Capital Partners, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He was also a member of the firm’s Investment Review Committee.

    Prior to Hall Capital Partners LLC, Ed was Chief Technology Officer at Round Table Investment Management, and Chief Technology Officer and Head of Investment Operations at Charles Schwab Investment Management. Ed also served as Director of Information Technology at Standard Pacific Capital and as Vice President at J.P. Morgan Securities, managing information technology for the research department. Earlier in his career, he held technology and operations positions at Massachusetts Financial Services and Fidelity Investments in Boston.

    Ed earned a Bachelor of Science in Engineering from the Massachusetts Institute of Technology.

    Group

    Firm Operations

    - Technology

    Office

    San Francisco, California

    Contact & Locations

    Edward Patron serves as Managing Director and shareholder at Pathstone.

    Before joining Pathstone, Ed was Managing Director and led the Information Technology group at Hall Capital Partners, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He was also a member of the firm’s Investment Review Committee.

    Prior to Hall Capital Partners LLC, Ed was Chief Technology Officer at Round Table Investment Management, and Chief Technology Officer and Head of Investment Operations at Charles Schwab Investment Management. Ed also served as Director of Information Technology at Standard Pacific Capital and as Vice President at J.P. Morgan Securities, managing information technology for the research department. Earlier in his career, he held technology and operations positions at Massachusetts Financial Services and Fidelity Investments in Boston.

    Ed earned a Bachelor of Science in Engineering from the Massachusetts Institute of Technology.

    Offices

    Scottsdale, AZ

    Contact & Locations

    Los Angeles, CA

    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