Our History

The founding partners became discouraged and disappointed with the poor judgment and questionable behavior exercised by Wall Street Banks during the 2008-2009 financial crisis. Employed by one of these firms at the time, the founders felt their clients’ confidence eroded by the financial crisis and desired strongly to be stewards of their own reputations going forward. Thus, Pathlight was born.

Founded in 2009, Pathlight immediately exudes a familial and collegial atmosphere and culture. As the firm has grown, we believe that not only is that original culture intact, but continues to evolve and elevate.