Dan Kwon

Managing Director at Pathstone

Role
Managing Director at Pathstone
Location
Redmond, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Dan Kwon

Pathstone serves individuals and families of significant or multigenerational wealth…

Experience

  1. Managing Director

    Pathstone

    Oct 2020 — Present

    Pathstone, The Family Office, is a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at

Education

  • University of Washington

    BA

    1990 — 1994

  • Seattle University

    Master of Science in Finance

    1995 — 1997

Skills

  • Financial Services
  • Asset Allocation
  • Strategic Financial Planning
  • Investments
  • Asset Managment
  • Investment Strategies

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Dan Kwon — Managing Director at Pathstone in Redmond, WA, US | Unifers