In this episode of The Disruptors, we chat with Eddie Brown, the Chief Growth Officer at Pathstone, whose remarkable journey from humble beginnings to overseeing significant family wealth portfolios exemplifies the American dream. With a wealth of experience in the finance sector, Eddie shares his insights on the evolving landscape of wealth management and the pivotal role of family offices in today’s economy. As he discusses his transition from renowned firms like Schwab to leading Pathstone’s growth strategy, viewers gain valuable perspectives on the future of wealth management, the importance of nurturing client relationships, and the need for service customization in an increasingly complex financial world. Eddie’s passion for innovation and excellence shines through as he aims to scale Pathstone’s assets under management to $1 trillion, offering pivotal advice for entrepreneurs and industry leaders aiming to disrupt traditional business models.