Athena Capital Advisors

www.athenacapital.com

Athena Capital Advisors is now a part of Fiduciary Trust International. Athena was founded in 1993 by Dr. Lisette Cooper and the firm grew to $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. The firm offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, the firm invests across all asset classes and builds portfolios customized to each client's particular circumstances and objectives.

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Athena Capital Advisors is now a part of Fiduciary Trust International. Athena was founded in 1993 by Dr. Lisette Cooper and the firm grew to $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. The firm offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, the firm invests across all asset classes and builds portfolios customized to each client's particular circumstances and objectives.

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Country

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State

Massachusetts

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Founded

1993

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Estimated Revenue

$10,000,000 to $50,000,000

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , Investment Accounting

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Other

    Email ****** @****.com
    Phone (***) ****-****

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