Pathstone Reviews

3.4

60% would recommend to a friend

(66 total reviews)

Matthew Fleissig

42% approve of CEO

64% positive business outlook

Pathstone has an employee rating of 3.4 out of 5 stars, based on 66 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Pathstone employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

66 reviews
2.0
Dec 18, 2021
Recommend
CEO approval
Business outlook

Pros

You do get a paycheck. They are always hiring. If you are a weasel, snowflake, or tattletale, you should fit right in. If you know how to play the "working from home" card you can work 8 hours a day, 5 days a week, and have over 3000 billable hours annually. Some long overdue retirements and resignations of some toxic and dysfunctional Managers and Directors have improved the office environment slightly. Despite what you read below, there are a few decent people working here.

Cons

The worst part about working at Pathstone is the toxicity and dysfunction in the office. It is really set up as a caste system with the managers and directors at the top and the lowly associates and senior associates (staff) at the bottom. Turnover is rampant. It is rare for a staff person to stay more than 2 years. For the staff, they have an "open" office plan to "facilitate collaboration." The only thing it facilitates is people trying to overhear something "offensive" so they can run whining and crying to the directors and tattle on them. It's called reporting. There's nothing like seeing a group of "adults" telling on each other like everyone is in the second grade. The next thing is the way the managers treat the staff. It is not uncommon to hear a director or manager screaming at the staff in front of the entire office, usually over something trivial or even non existent. They lose their composure over the slightest thing and have meltdowns constantly. The compensation is fair, but not when you consider the amount of hours you have to put in during busy season (July-Oct). The title of this review pretty much sums it up. Don't believe the benefits either: Unlimited PTO - Good Luck with that. When they had 20 days of PTO they got angry when you used the time you had accrued. Being "unlimited" doesn't help. The "bonus" - Again, when it is paid out, it is never as much as they advertise. Some people worked there several years and never got a bonus. At the end of the day these are rude, offensive, and dishonest people who simply do not care about how they treat the people working for them. They do not deserve your time or your hard work.

1.0
Jul 30, 2019

PTO IS NOT ACTUALLY UNLIMITED

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Not very many pros here. The company makes a lot of promises but isnt't able to deliver on a lot of them.

Cons

They claim that they offer unlimited PTO but you actually have to get every time confirmed by the managers and they LIMIT you to the days they think are “appropriate” which is no more than 15-20 days...that includes all sick days and any other days off.

avatar
Pathstone Response
6y
Pathstone is proud of its rich employee benefit program. We believe that as professionals, it is each employee’s responsibility to manage their own time. Everyone should take ownership of their responsibilities and collaborate with their colleagues. In recognition of these principles of flexibility, autonomy, and personal responsibility, Pathstone has a very generous unlimited Paid Time Off (“PTO”) policy for all full-time employees. That being said, in order to keep track of employee's schedules and to ensure proper office coverage, we ask that employee's submit PTO requests to their manager.
3.0
Aug 3, 2025
Recommend
CEO approval
Business outlook

Pros

Disclaimer: This review is specifically for the role in the New York and San Francisco offices. For the time being, they operate differently than the rest of the offices across the country. - High Pay starting out - Great benefits - 4 days in office a week - Many great connections in the finance industry - Diverse culture

Cons

Main Con: As the main title suggests, you will be getting great exposure to the industry and have the opportunity to learn a lot about different investment strategies across different asset classes. You will NOT be partaking in the actual investing though. The role mainly comprises of being a data analyst, reporting, and client service more than any actual investing. Just go into the role with open eyes and be sure you know what you are getting yourself into. If you feel you want to be more on the technical side (ie doing financial modeling, valuing/researching investment opportunities) then this may not be the role for you. It is not uncommon for people to leave during their contract term to go to a more technical role as well. Other Cons: - You are temporary to the company (2 years as an Associate, If promoted, another 3 years as a Senior associate then it is the end of your contract. Referred to as 'Term' Structure) - MDs have their favorites. Be sure to focus on the relationship aspect a lot in the first 2 years - With the acquisition, the role can change. A lot is unknown for now. Firm is also trying to cut back on spending so compensation opportunities might decline soon.

Viewing 1 - 3 of 66 Reviews

Glassdoor has 72 Pathstone reviews submitted anonymously by Pathstone employees. Read employee reviews and ratings on Glassdoor to decide if Pathstone is right for you.