Our Team
Athena's professionals are highly-credentialed and bring significant institutional experience to our clients and their roles at the firm. We pride ourselves on being thoughtful and proactive problem-solvers.
Key Professionals
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Daniel Ambrefe, CFA
Portfolio Advisor |
Michael Lear, CAIA, CIMA® Portfolio Advisor |
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Andrew Baker, CAIA Associate Portfolio Advisor |
Melissa Mattison Project Manager |
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Scott Baker, CAIA Portfolio Advisor |
Alex Paul, CFA Sr. Portfolio Advisor |
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Maressa Bell-Deane Analyst, Reporting |
Erick Rawlings Sr. Associate, Research |
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Bethanie Bullock Portfolio Accounting Manager |
Jason Robinson Reporting Manager |
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Robert
Cabral Sr. Associate, Client Administration |
Eileen Simons Associate, Compliance |
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Lauren Casper Investor Relations/Marketing, Athena Stonehorse |
Alan Slaughter Associate, Reporting |
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Jeff Egizi Associate, Research |
Adam Souliere Portfolio Advisor |
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Annie Feldman Analyst, Research |
Sherry Weiland Analyst, Reporting |
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Anna Kastrilevich Senior Analyst, Research |
Mariah Wilcox Analyst, Reporting |
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Jared Kutner Sr. Associate, Operations |
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