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.