Eric Hayes Stephenson

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 09/2024
  Align Impact
  Santa Monica, CA
• 09/2015 → 10/2018
  Cordes Foundation
  Bethesda, MD
• 10/2024 → Present
  Pathstone
  New York, NY

Previous Registrations

• 2020-04-15 → 2024-09-24
  Align Impact, Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1. Cordes Foundation; 1483 York Ave #20137, New York, NY 10075, Treasurer of the Board of Directors; Oversight of investment and philanthropic portfolios; 1/1/2018; 2hrs per month; <0hrs during trading hours 2. Sarona Frontier Markets Fund I; 137 Glasgow Street, Suite 210, Unit 148, Kitchener, Ontario N2G 4X8, Canada; Limited Partner Advisory Committee; I serve on the LPAC to this private equity fund, which is winding down; 7/15/2017; <0hrs per month; <0hrs during trading hours 3. Women's World Banking Capital Partners Fund I; 122 East 42nd Street, 42nd Floor, New York, NY 10168; Limited Partner Advisory Committee; I serve on the LPAC to this private equity fund, which is winding down; 4/15/2018; <0hrs per month; <0hrs during trading hours 4. Catholic Charities USA; 2050 2050 Ballenger Ave, Suite 400, Alexandria, VA 22314; Investment Committee; 4 meetings per year (3 virtual, 1 in person). Estimate 1 hour per month. Serve as a volunteer member of the Investment Committee, providing strategic oversight and guidance on the organization's investment portfolio.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-11

Designations

• Certified Financial Planner