Athena Capital Advisors Employee Directory

Investment ManagementMassachusetts, United States51-200 Employees

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.

Find Athena Capital Advisors employees' phone numbers or email addresses

Athena Capital Advisors Global Highlights

North America
19

United States Of America
18
Canada
1

Asia
1

Viet Nam
1

Europe
1

Greece
1

Athena Capital Advisors's Leadership

M. W.
Chief Financial Officer
Mobile Phone
Email
B. B.
Managing Director, Investment Accounting
Mobile Phone
Email
B. J.
Associate Portfolio Manager
Mobile Phone
Email
J. R.
Reporting Manager
Mobile Phone
Email
L. B.
Associate Portfolio Manager
Mobile Phone
Email
L. R.
Senior Staff Accountant
Mobile Phone
Email
P. M.
Developer
Mobile Phone
Email
A. S.
Research Intern
Mobile Phone
Email

Contact profiles from Athena Capital Advisors

Name

Title

Contact Info

Location

Last Update

M. W.
Chief Financial Officer
Mobile Phone
Email
Oct 23, 2024
B. B.
Managing Director, Investment Accounting
Mobile Phone
Email
United StatesMassachusetts
Oct 26, 2025
B. J.
Associate Portfolio Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2024
J. R.
Reporting Manager
Mobile Phone
Email
Oct 23, 2024
L. B.
Associate Portfolio Manager
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
L. R.
Senior Staff Accountant
Mobile Phone
Email
United StatesMassachusetts
Jul 20, 2025
P. M.
Developer
Mobile Phone
Email
United StatesNew Hampshire
Oct 17, 2025
A. S.
Research Intern
Mobile Phone
Email
Oct 16, 2024
J. F.
Research Associate
Mobile Phone
Email
Oct 17, 2024
N. Z.
Operations Administrator
Mobile Phone
Email
Canada
Feb 23, 2024

Frequently Asked Questions

What is Athena Capital Advisors known for?

Athena Capital Advisors was founded in 1993 operates in the Investment Management industry. The company's main headquarters is located in 55 Old Bedford Rd. Suite 302 Lincoln, MA 01773 US; 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 March 2022. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of March 2022, Athena Capital Advisors's key employees include:

Chief Financial Officer: M. W.
Managing Director, Investment Accounting: B. B.
Associate Portfolio Manager: B. J.
Reporting Manager: J. R.
Associate Portfolio Manager: L. B.

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