TWO DECADES OF GROWTH ALONGSIDE OUR CLIENTS
2017
Douglas Cohen joins as Managing Director leading Athena's New York City office
The five Managing Partners, Melissa Mattison (COO) and Amy Spector (CFO) launch new Athena Executive Committee
2016
William McCalpin joins as Managing Partner, Impact Investments
Recognized among Barron’s Inaugural Top 20 Independent Advisory Firms
Named to 2016 Financial Times Top 300 RIAs for third consecutive year
Journal of Wealth Management publishes Athena's paper Social Finance and Postmodern Portfolio: Theory & Practice
2015
David Lynch promoted to President
Len Lewin named Vice Chairman
Recognized among the top decile globally as part of The Financial Times' Top 300 RIAs
Ranked No. 4 by growth in Bloomberg Markets' annual "Family Offices" ranking
2014
Received Wealth and Finance International's Award for Excellence in Impact Investing North America
John Tyler joined Athena as Managing Director, Foundations and Endowments
Ranked No. 1 RIA in Massachusetts by InvestmentNews
2013
Opened New York City office
2012
First RIA named to Investor Council of the Global Impact Investing Network (GIIN)
2011
Acquired Stonehorse Capital
Ranked No. 1 in per client assets under management by AdvisorOne
2010
Recognized by Forbes in ranking of Top 50 Fee-Only Advisors
2009
Ranked No. 1 in per client assets under management by Wealth Manager
2008
Initiated customized portfolio management for institutions as OCIO
Anne Marie Towle joined Athena as Vice President
Len Lewin joined Athena as Managing Director, General Counsel and President
2004
Introduced capabilities to offer customized alternative-only investment portfolios
2003
Expanded asset class coverage to include hedge funds
2002
Launched outsourced chief investment officer (OCIO) and family-office services offering
1998
Launched advisory arm to serve endowments and foundations
1996
Expanded asset class coverage to include private equity, venture capital and real estate
1996
Awarded first SRI mandate, marking Athena's entry into social responsibility and impact investing
1995
Launched wealth advisory consulting business for private clients
1994
Expanded practice to provide Fiduciary Duty Expert Witness services
1993
Athena founded by
Lisette Cooper, CFA, PhD
I left Wall Street because I saw a distinct need among families and nonprofits for an advocate in the world of investing and wealth management, someone who sits on the same side of the table and ensures their interests are always being served.
