Paul Daniel Gloth

Corporate Officer/Principal chez American Bar Association

Profil

Mr. Paul D.
Gloth, CPA, is an Executive Managing Director at Pathstone Family Office LLC, a Member at American Bar Association and at Maryland State Bar Association.
In Pathstone Family Office, he is responsible for advising families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, and family office management.
Additionally, he provides direction to firm’s client advisors and team leaders.
He assists in the research and analysis of technical issues in addition to working on internal business processes and corporate efficiency.
He is also a Partner at the firm and a member of firm’s Investment Committee.
Prior to joining Pathstone Family Office, Mr. Gloth was a Managing Director and client relationship manager with Convergent Wealth Advisors.
He and his team served over 30 families managing almost $2 billion of family assets.
During his tenure at Convergent, Mr. Gloth was a member of the Risk Management Oversight, Leadership, Executive, and Investment Committees.
Prior to joining Convergent Wealth Advisors in 2007, he spent over six years as the Chief Financial Officer and General Counsel for a DC based architectural firm where he was responsible for all financial and legal matters for the owner’s family office.
In this position, he worked diligently to coordinate the overall financial, tax, and estate planning in a complex family office that included numerous separate investment entities and trusts.
Mr. Gloth received his Bachelor of Business Administration from the College of William and Mary and graduated magna cum laude from the University of Baltimore Law School.
He also passed the CPA exam in 1981 and the Financial Industry Regulatory Authority Series FINRA 7, 63, and 65 exams.

Postes actifs de Paul Daniel Gloth

Sociétés	Poste	Début
American Bar Association	Corporate Officer/Principal	04/08/2011
Maryland State Bar Association	Corporate Officer/Principal	04/08/2011
Pathstone Family Office LLC	Analyst-Equity	01/11/2016

Anciens postes connus de Paul Daniel Gloth

Sociétés	Poste	Fin
KPMG, Inc.	Corporate Officer/Principal	-
Ernst & Young LLP (Missouri)	Corporate Officer/Principal	-
Convergent Wealth Advisors LLC	Gestionnaire de Portefeuille-Actions	-

Formation de Paul Daniel Gloth

The College of William & Mary	Undergraduate Degree
University of Baltimore	Graduate Degree