The
Athena Capital Advisors management team is a group of skilled
professionals dedicated to providing world-class advisory services to
wealthy families, while promoting a supportive and creative culture.
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About Athena Capital Advisors
Athena Capital Advisors
LLC was founded in 1993 by Dr. Lisette Cooper
to help institutional investors manage complex portfolios using
specialized products and advanced technology. Dr. Cooper began offering
these services to high net worth individuals in 1995.
In 2002, Athena Capital began offering comprehensive family wealth
management services to a small number of families with
institutional-size portfolios. Today, Athena Capital is a leading
multi-family office and registered investment advisor with over 30
professionals on staff and over $2.5 billion of assets under management.
The Athena Capital team is a group of skilled professionals dedicated
to providing world-class advisory services, while promoting a
supportive and creative culture.
MANAGEMENT COMMITTEE
Lisette Cooper, PhD, CFA, Founder,
Managing Director
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Lisette
Cooper is Chief Executive Officer and a Managing Director of Athena
Capital Advisors, an investment advisory firm that serves sophisticated
private investors. Lisette founded the firm in 1993 to help a
wide range of investors manage complex portfolios using techniques and
strategies that were generally available only to the largest
institutional investors. Prior to founding Athena, Lisette served
as Manager of Consulting Services for Barra Inc. and spent five years
as a Vice President and Senior Strategist for Merrill Lynch, where she
analyzed, designed, and marketed innovative securities for money
managers, banks, pension funds and other institutional investors.
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Kimberly
R. Clouse, Managing Director |
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Kimberly
R. Clouse
joined the firm in 2008 and is head of Client Management.
Kimberly comes to Athena from Hale and Dorr Wealth Advisors where she
was CEO, responsible for setting the strategic direction of the
firm and managing key relationships. Previously, Kimberly held
positions with U.S. Trust Company, Goldman Sachs, and JP Morgan &
Co., and has extensive experience advising high net worth individuals
and families on their wealth management needs. She was Executive
Vice President of MsMoney.com, Inc., a company dedicated to women's
financial education and hosted a personal finance radio show and
authored a personal finance column. Kimberly earned an MBA from Harvard
Business School and graduated summa cum laude from Rice University
where she received her BA in Managerial Studies and Political
Science. She is a graduate of the Wealth Management program at
The Wharton School of the University of Pennsylvania, offered in
collaboration with the Institute for Private Investors, and holds the
Certified Trust and Financial Advisor charter with honors. Kimberly was
chosen as one of Boston Business Journal's ''2006 40 Under 40'' and was
profiled in Boston Women's Business as one of four emerging leaders in
the Boston area and as a ''Top 10 Investment Advisor.'' In addition
to being a member of the Young Presidents' Organization, she is a
founding member of the Brookline Community Foundation's Professional
Advisory Council, and is a member of the Boston Security Analysts
Society, the Boston Estate Planning Council, and Boston Women in
Finance, Inc.
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John T. Grady, Jr., Managing Director
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John
T. Grady, Jr. is head of New Business Development. John comes to
Athena from Lehman Brothers, where he was Managing Director,
responsible for Private Investment Management, Mid-Market Equities,
Fixed Income and Cash Management in New England. Previously, John
spent 14 years at State Street Global Advisors (SSgA), where he was
Managing Director of the Global Private Client Group, a member of the
State Street Corporation Executive Operating Group, and served as
Chairman of the Board of Directors of State Street Bank and Trust
Company, NH., CT., and SSgA, FL. While at SSgA John also served
as Head of Institutional Sales, Client Service and Consultant
Relations, and as Director of Charitable Asset Management.Prior to
joining State Street Corp., John served as Director of Sales at Bank of
New England and The Shawmut Banks. John is a member of the Board of
Overseers at the Brigham & Woman’s Hospital and the Board of
Partners Homecare Golf Tournament. Additionally, he is a former
member of the Institutional Investors’ Senior Delegates Roundtable and
past President of the Boston University Friends of Hockey. John
currently serves on The Board of Directors of The Provincetown Center
for Coastal Studies and is a Member of the Board of Datameg
Corporation. John received a Bachelor of Arts degree from Boston
University. He is also a graduate of the Belmont Hill School,
where he is a member of the Executive Committee and the Chairman of The
Investment Committee of the Board of Trustees.
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Leonard L. Lewin, Managing Director
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Len
joined the firm in
2008 and is General Counsel. Prior to joining Athena, he was the
Chairman and Managing Partner of the law firm Gadsby Hannah LLP and was
instrumental in merging the firm with McCarter English, where he also
served on the combined firms' Executive Committee. Len previously
served
as Chief Legal Counsel to Massachusetts Governors Paul Cellucci and
Jane Swift. Len is a cum laude graduate of Suffolk University Law
School where he also taught as an adjunct professor for over 25 years.
Len has over 35 years of experience as a practicing attorney, with
expertise in the areas of family law, entertainment law, government
relations, and domestic and international business ventures. Len also
served as Chairman of the Judicial Nominating Council for the
Commonwealth of Massachusetts. Massachusetts Lawyers Weekly named Len
as one of the Top Ten Lawyers of 2001 and he was also named the 2004
Lawyer of the Year by the Massachusetts Inns of Court. Len was also
recognized in Boston Magazine as a Massachusetts Super Lawyer in 2005
and 2006 and a New England Super Lawyer in 2007. Len currently serves
on the Board of the Massachusetts Technology Development Corporation.
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Kenneth W. Cooperman, Managing Director
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Ken
joined the firm in 2002 and is head of Investment Operations and
Trading. Before joining Athena Capital, Ken
was a member of the launch team for Morgan OnLine, part of the JP
Morgan Private Bank. Earlier, he held various management positions in
client services and operations with DE Shaw & Co., Morgan Stanley,
Advisor Investment Management and Fidelity Investments. Ken holds a
bachelor's degree in Business Management from Providence College.
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RESEARCH TEAM
Athena Capital has a dedicated research team focused
on manager due diligence, market research, quantitative portfolio
analysis, and the design and implementation of risk management
techniques utilizing complex derivative products. Our research
professionals include PhDs and MBAs from numerous highly competitive
graduate and undergraduate programs, including Harvard and MIT.
WEALTH ADVISORY SERVICES TEAM
The Athena Capital Wealth Advisory team prides
itself on outstanding client service with a focus on accessibility to
our clients and customization of portfolio management services. We have
a deep team of professionals with prior experience in family offices
and large Wall Street institutions, with firms including Goldman Sachs,
Deutsche Bank, and JP Morgan. A number of our Wealth Advisory
professionals have received the Chartered Financial Analyst (CFA)
designation. We also employ a team of experienced operations
professionals focused on investment tracking and reporting in an
efficient manner.
FAMILY OFFICE SERVICES
Family Office Services are available to wealth
management clients. Our services include estate planning, tax planning,
budgeting and financial coaching. We have a team of professionals with
significant expertise in financial planning, tax structuring and estate
planning. We also have a staff of competent and experienced
bookkeepers, operations professionals and administrators to assist in
the timely compilations of information for clients' lawyers, tax
advisors and accountants.
For more information please contact us.
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