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    Athena Capital Advisors

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    Description

    • Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With nearly $5.5 billion in assets under management, Athena is headquartered in Lincoln, Mass., and operates a second location in New York City. Athena provides both private clients and institutions with modern portfolio solutions and responsive client service. Athena offers clients investment advisory and management services, investment administration and reporting, external chief investment officer services, and proprietary independent research. We also can offer an independent review of client estate and wealth planning strategies. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena invests across all asset classes and builds portfolios customized to clients impact goals and risk/return preferences. In addition, Athena is experienced in impact and values-based investing.
    • location

      Headquarters:55 Old Bedford Road Suite 302, Lincoln, Massachusetts, United States

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    • Athena Capital Advisors phone

      Phone Number: +1 781-274-9300

    • Athena Capital Advisors website

      Website: https://www.athenacapital.com

    • Athena Capital Advisors employees

      Employees:34

    • Athena Capital Advisors revenue

      Revenue:$10 - 50M

    • Athena Capital Advisors legal name

      Legal Name:Athena Capital Advisors

    • Athena Capital Advisors's Social Media

      Athena Capital Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 541618  |

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    Person level website identification

    Chief Operating Officer for Athena Capital Advisors

    Melissa Mattison

    Chief Operating Officer

    Person level website visitor identification

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    View Employees

    Melissa Mattison

    Chief Operating Officer

    Emily Guadagnoli

    Vice President, Director Of Marketing And Communications

    Kate Huntington

    Vice President, Research

    Randy Byrnes

    Director

    John Grady

    Managing Director

    Frequently Asked Questions regarding Athena Capital Advisors

    • Where are Athena Capital Advisors's Headquarters?

      Athena Capital Advisors's Headquarters are in 55 Old Bedford Road Suite 302,Lincoln,Massachusetts,United States

    • What is Athena Capital Advisors's phone number?

      Athena Capital Advisors's phone number is +1 781-274-9300

    • What is Athena Capital Advisors's official website?

      Athena Capital Advisors's official website is https://www.athenacapital.com

    • What is Athena Capital Advisors's Revenue?

      Athena Capital Advisors's revenue is $10 - 50M

    • What is Athena Capital Advisors's NAICS code?

      Athena Capital Advisors's NAICS code is 541618

    • How many employees are working in Athena Capital Advisors

      Athena Capital Advisors has 34 employees

    • What is Athena Capital Advisors's Industry?

      Athena Capital Advisors is in the industry of Investment Management

    • Who is Athena Capital Advisors's Chief Operating Officer?

      Athena Capital Advisors's Chief Operating Officer is Melissa Mattison

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