Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

AJ Levine is a Director and shareholder on the Private Equity team at Pathstone, based in the New York Office.

Prior to 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.

GROUPS

Advisory Services

Investment Research

PRIMARY OFFICE

New York, New York


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