What departments does Athena Capital Advisors have?

Athena Capital Advisors has employees across 2 departments including Finance, Research.

What is the largest department at Athena Capital Advisors?

The largest department at Athena Capital Advisors is Finance with 1 employees.

Where are Athena Capital Advisors employees located globally?

Athena Capital Advisors has employees across 3 continents and 3 countries including Viet Nam, Greece, United States Of America.

How has Athena Capital Advisors's team size changed over time?

Athena Capital Advisors's team has decreased from approximately 2 to 1 employees based on available data.

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Athena Capital Advisors Employee Directory

Investment ManagementMassachusetts, United States51-200 Employees

Athena Capital Advisors provides investment guidance and portfolio management as an external chief investment officer for its clients, complemented by wealth planning, impact investing, and investment administration and reporting services. The firm serves taxable families and tax-exempt institutions, delivering portfolios designed through a customized, research-driven approach to strategic and tactical asset allocation across asset classes. Headquartered in Lincoln, New England, the company also maintains offices in New York City and San Francisco. 

Founded in 1993 by Dr. Lisette Cooper, Athena Capital Advisors operated as an independent firm before its 2020 integration into Fiduciary Trust International. In 2020, the firm became part of Fiduciary Trust International, reflecting its incorporation into a broader global wealth-management platform.

Athena Capital Advisors Global Highlights

North America
18

United States Of America
18

Asia
1

Viet Nam
1

Europe
1

Greece
1

Athena Capital Advisors's Leadership

M. W.
Chief Financial Officer
Mobile Phone
Email
J. R.
Reporting Manager
Mobile Phone
Email
A. S.
Research Intern
Mobile Phone
Email
J. F.
Research Associate
Mobile Phone
Email

Athena Capital Advisors Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Administrative
Analytics
Arts & Design
Other

Contact profiles from Athena Capital Advisors

Name

Title

Contact Info

Location

Last Update

M. W.
Chief Financial Officer
Mobile Phone
Email
Oct 23, 2024
J. R.
Reporting Manager
Mobile Phone
Email
Jan 29, 2026
A. S.
Research Intern
Mobile Phone
Email
Oct 16, 2024
J. F.
Research Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Athena Capital Advisors known for?

Athena Capital Advisors was founded in 1993 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-781-274-****

. Explore Athena Capital Advisors's company overview page for more information.

What is Athena Capital Advisors's most common email format?

Athena Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Athena Capital Advisors email formats with LeadIQ.

How many employees does Athena Capital Advisors have currently?

Athena Capital Advisors has approximately 51 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Athena Capital Advisors's key employees and leadership?

As of July 2026, Athena Capital Advisors's key employees include:

Chief Financial Officer: M. W.
Reporting Manager: J. R.
Research Intern: A. S.
Research Associate: J. F.

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Athena Capital Advisors Employee Directory

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