Katie McGuire
Director
- Shareholder
Katie McGuire is a Director and shareholder at Pathstone. Katie is responsible for the daily operation of client accounts including onboarding new clients, facilitating trading, processing subscriptions to private investments, and transferring assets between accounts.
Katie joins Pathstone from Crestone Capital. Prior to Crestone, Katie spent 15 years with JPMorgan Chase, working in both the Private Bank in Denver and the Investment Bank in New York City. Most recently, she was a client advisor at JPMorgan Private Bank in Denver, where she assisted high-net-worth individuals and families with wealth management solutions.
Katie received her Bachelor of Science in international business from Northeastern University. As part of her degree at Northeastern University, she studied abroad at the Universidad Pontificia Comillas de Madrid.
Katie lives in Colorado with her daughter. They enjoy spending time at the lake and visiting with their extended family close by.
Group
Offices
Katie McGuire is a Director and shareholder at Pathstone. Katie is responsible for the daily operation of client accounts including onboarding new clients, facilitating trading, processing subscriptions to private investments, and transferring assets between accounts.
Katie joins Pathstone from Crestone Capital. Prior to Crestone, Katie spent 15 years with JPMorgan Chase, working in both the Private Bank in Denver and the Investment Bank in New York City. Most recently, she was a client advisor at JPMorgan Private Bank in Denver, where she assisted high-net-worth individuals and families with wealth management solutions.
Katie received her Bachelor of Science in international business from Northeastern University. As part of her degree at Northeastern University, she studied abroad at the Universidad Pontificia Comillas de Madrid.
Katie lives in Colorado with her daughter. They enjoy spending time at the lake and visiting with their extended family close by.
