Senior Client CFO & Relationship Lead (UHNW)

Pathstone Welcomes Crestone Capital LLC is seeking an Associate Director to manage complex Personal CFO engagements in Atlanta, GA. This senior role involves high-touch client interactions and financial administration for ultra-high net worth families.
The ideal candidate will have 7–10+ years in financial services, strong project management skills, and a commitment to continuous improvement. Pathstone offers competitive benefits, but cannot provide visa sponsorship.

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