MAY 2018

Video: Lisette Cooper Discusses Athena Capital's Approach to Impact Investing at Fidelity Executive Forum

The 2018 Fidelity Executive Forum invited industry icons and leaders from across the wealth management landscape to Debate. Incubate. Accelerate. While attending the conference, Lisette Cooper spoke with Andrew Fay, Fidelity’s Senior Vice President, Head of the Family Office Segment, about partnering with asset owners to achieve social objectives while receiving market-rate returns.


Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 846164.1.0