AJ Levine
CAIA
Director
- Shareholder
As Director, AJ conducts due diligence on prospective managers and actively covers recommended and legacy strategies for the firm. AJ currently covers private market investment strategies such as private equity, venture capital, private credit, and private real estate. He is also responsible for covering ESG and Impact-related private market opportunities.
Before joining Pathstone, AJ worked at Athena Capital Advisors, another Boston-based RIA/multi-family office. In this role, AJ gained a solid understanding of manager due diligence, fund selection, private market structures, and institutional investment decision making processes.
AJ earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Bryant University.
The CAIA® designation is a globally recognized credential granted to individuals who have successfully completed the CAIA program and met the Association’s requirements. Use of the CAIA designation is authorized only for individuals who are in good standing with the CAIA Association.
Group
Certification
Office
As Director, AJ conducts due diligence on prospective managers and actively covers recommended and legacy strategies for the firm. AJ currently covers private market investment strategies such as private equity, venture capital, private credit, and private real estate. He is also responsible for covering ESG and Impact-related private market opportunities.
Before joining Pathstone, AJ worked at Athena Capital Advisors, another Boston-based RIA/multi-family office. In this role, AJ gained a solid understanding of manager due diligence, fund selection, private market structures, and institutional investment decision making processes.
AJ earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Bryant University.
The CAIA® designation is a globally recognized credential granted to individuals who have successfully completed the CAIA program and met the Association’s requirements. Use of the CAIA designation is authorized only for individuals who are in good standing with the CAIA Association.
