Katelyn Marie Hart

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

• 05/2015 → 07/2017
  Wells Fargo Private Bank
  Denver, CO
• 07/2017 → 03/2018
  Wells Fargo Private Bank
  Denver, CO
• 04/2018 → 08/2019
  Michaud Capital
  Denver, CO
• 09/2019 → 05/2020
  Brown Brothers Harriman
  New York, NY
• 07/2020 → 12/2021
  Jordan Park Group Llc
  New York, NY
• 12/2021 → 12/2023
  Jordan Park Group Llc
  New York, NY
• 12/2023 → 08/2025
  Jordan Park Group Llp
  New York, NY
• 09/2025 → Present
  Pathstone
  Denver, CO

Previous Registrations

• 2022-12-12 → 2025-09-02
  Jordan Park Group Llc
  New York, Ny, NY
  New York, NY
  San Francisco, CA

Other Businesses

Organization: Women's Foundation of Colorado; 1901 East Asbury Avenue, Denver, CO 80210. The organization is a nonprofit foundation dedicated to advancing and accelerating economic opportunities, leadership, and equity for women and girls in Colorado through grantmaking, research, and advocacy. Ms. Hart holds the volunteer position of Investment Committee Member as of November 2018. She receives no compensation and spends approximately one hour a month devoted to this role during the course of business hours. In this role, she provides oversight, input, and guidance on the Foundation's investment portfolio. This includes reviewing investment strategy, asset allocation, manager selection, and risk management in alignment with the Foundation's mission, policies, and long-term objectives.

Designations

• Chartered Financial Analyst