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ClearPath Capital Partners

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ClearPath Capital Partners Reviews

3.3

47% would recommend to a friend

(7 total reviews)

Paul Boyd

72% approve of CEO

61% positive business outlook

Reviews by job title

7 reviews
1.0
Jul 5, 2021

Toxic work environment

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Not a lot of micro-management; out of needs of the business, develop and practice new skills above position held; quickly can develop own book of clients; loyal legacy clients; learn a lot very quickly

Cons

Partners often try to not pay employees properly; hard to retain new business due to management interference; unorganized operations; Partners very vocal about extreme right leaning political beliefs; unethical practices; harassment

5.0
May 28, 2016

Great culture and growth

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The company has been around 20 years with a well respected reputation. Strategic partners and vendors have the highest accolades. Great culture and respect in the work environment. Collaboration with management on planning and vision.

Cons

Smaller firm experiencing big growth is always challenging - but exciting.

2.0
Mar 30, 2016

Peek into financial advising

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Advisors and partners really try to get interns involved and want to teach them about financial advising. The advisors are really friendly.

Cons

Company is very unorganized. If you don't ask for work, you wont get any. Sometimes the work gets very repetitive.

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ClearPath Capital Partners Response
9y
We have acknowledged that the internship program needs more structure. Moving forward, we have created a program to engage our interns more. The work and mentoring provided is heavily influenced by the business needs. At times, work may seem repetitive, but it is a true exposure to the actual business. Just like in any business, there might be times that may be busier and times when the business might taper off a bit. While we are going to make more of an effort to have more planned activities for our interns, asking for work shows a desire to be productive and an initiative we hope to foster in our interns. We also want to make sure that our interns have the chance to develop themselves, as if they were in a career role. This might include reading publications related to the business, working on a marketing campaign, or doing a presentation on something related to small business growth. Even though our business has been long standing, we are still a small business. Our organization and structure is always developing and growing. We always appreciate feedback to help our business function more fluidly.
Viewing 1 - 3 of 7 Reviews

Glassdoor has 12 ClearPath Capital Partners reviews submitted anonymously by ClearPath Capital Partners employees. Read employee reviews and ratings on Glassdoor to decide if ClearPath Capital Partners is right for you.