Eric Stephenson
CFP®, CAIA
Managing Director
Eric Stephenson is a Managing Director of Integration & Optimization in Pathstone’s New York, NY office.
Prior to Pathstone, Eric was the Chief Operations Officer and Head of Advisory at Align Impact, an advisory firm specializing in impact investing and a Portfolio Director at the Cordes Foundation. He started his career on the fund investments team at Hamilton Lane and global leasing group at Xerox.
Eric currently serves on the Board of Directors for the Cordes Foundation and Confluence Philanthropy. He earned his BBA from Temple University and his MA from University of the Pacific. Eric is an active CAIA charterholder and CFP® practitioner.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
The CAIA® designation is a globally recognized credential granted to individuals who have successfully completed the CAIA program and met the Association’s requirements. Use of the CAIA designation is authorized only for individuals who are in good standing with the CAIA Association.
Group
Certification
Office
Eric Stephenson is a Managing Director of Integration & Optimization in Pathstone’s New York, NY office.
Prior to Pathstone, Eric was the Chief Operations Officer and Head of Advisory at Align Impact, an advisory firm specializing in impact investing and a Portfolio Director at the Cordes Foundation. He started his career on the fund investments team at Hamilton Lane and global leasing group at Xerox.
Eric currently serves on the Board of Directors for the Cordes Foundation and Confluence Philanthropy. He earned his BBA from Temple University and his MA from University of the Pacific. Eric is an active CAIA charterholder and CFP® practitioner.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
The CAIA® designation is a globally recognized credential granted to individuals who have successfully completed the CAIA program and met the Association’s requirements. Use of the CAIA designation is authorized only for individuals who are in good standing with the CAIA Association.