Athena Capital Advisors
Modern Portfolio SolutionsModern Portfolio Solutionssolutions

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

Ann Burnham
Vice President of Finance, CCO
Jared Kutner
Operations Associate

Kate Huntington
Vice President, Research
Jason Robinson
Reporting Manager
Donald Jones
Vice President
Andrew Baker
Reporting Associate
Scott Baker
Portfolio Advisor
Alan Slaughter
Reporting Associate
David Berns  
Research Associate
John Aiello
Reporting Analyst
Jeff Egizi
Research Analyst
Sherry Weiland
Reporting Analyst
Riad Rehman
Research Analyst
Bethanie Bullock
Portfolio Accounting Manager
Emily Leventhal
Portfolio Advisor
Anna Dias
Portfolio Accountant
Daniel Ambrefe
Associate
Cara Zipoli
Compliance Associate
Tyler Rodday
Operations Manager