MEET THE TEAM

Our integrated offering begins with our people

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Katherine Burke, CFA

Katherine Burke, CFA

Vice President, Portfolio Management

Adam Souliere, CFA

Adam Souliere, CFA

Vice President, Portfolio Management

Matthew Katz, CFA

Matthew Katz, CFA

Vice President, Research

John Raus, CFA

John Raus, CFA

Vice President, Quantitative & Risk Analytics

Ryan Little, CFA

Ryan Little, CFA

Associate Portfolio Manager & Client Project Manager

Lina Botchoukova

Lina Botchoukova

Associate Portfolio Manager

John Calcaterra

John Calcaterra

Associate Portfolio Manager

Rohan Shroff

Rohan Shroff

Associate Portfolio Manager

Brandon Johnson

Brandon Johnson

Associate Portfolio Manager

Jeff Finkelman, CFA

Jeff Finkelman, CFA

Senior Research Associate, Impact Investments

Anna Kastrilevich

Anna Kastrilevich

Senior Research Associate

Alex Chown, CFA

Alex Chown, CFA

Research Associate

Frances Aderhold

Frances Aderhold

Senior Impact Research Analyst

James Tobin

James Tobin

Research Analyst, Quantitative and Risk Analytics

Joanna Quizon

Joanna Quizon

Client Service Manager

Karl Shollmier

Karl Shollmier

Client Service Associate

Ronan O'Callaghan

Ronan O'Callaghan

Client Service Analyst

Christopher Koziel

Christopher Koziel

Client Service Analyst

Natalia Mirabito

Natalia Mirabito

Marketing Analyst

Jeremy Evnine, PhD*

Jeremy Evnine, PhD*

Senior Advisor, Quantitative Research

Karen Parker Feld, PhD*

Karen Parker Feld, PhD*

Senior Advisor, Asset Allocation

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In The Community


Athena Cares is an employee-run committee comprised of volunteers from different departments who develop internal and external facing caring initiatives that support Athena’s core values. Athena supports various charitable causes and provides opportunities for employees to volunteer in the local community. The goal of Athena Cares is to continually strengthen the value of our EPIC (excellence, passion, integrity and caring) culture and support the personal values of our employees and clients.


Mass Audubon Drumlin Farm Wildlife Sanctuary
Mass Audubon Drumlin Farm Wildlife Sanctuary
Gaining Ground
Gaining Ground
American Red Cross Food Pantry
American Red Cross Food Pantry
We have a long-term focus and seek to build longer-term relationships through collaborating with clients to help them formulate and reach their most ambitious financial goals.
Len Lewin, Managing Partner, Vice Chairman