SEPTEMBER 2018

Lisette Cooper Featured in Bloomberg Markets Magazine

Bloomberg Markets magazine recently featured Athena Founder and CIO Lisette Cooper in a special report on family offices. In the Q&A article, Lisette discussed why she created Athena, how the firm’s tax-managed strategy can add alpha to clients’ portfolios, and the single most important word of advice for advisors who serve female clients. The full article is available here.