Meet the Team > Portfolio Management

Scott Baker joined Athena in 2006 and is a Senior Portfolio Advisor in the Client Advisory Group.   Previously, Scott was a private equity analyst in Athena’s research group.He joined Athena from the State Board of Administration of Florida (Pension Board)where he was a  Transaction Analyst.  Scott has a B.S. in Finance and Entrepreneurship/Small Business Management from Florida State University.   Scott received the Chartered Alternative Investment Analyst designation in 2008 and currently holds the Series 65 license.

Dan Ambrefe is a Portfolio Advisor in the Client Advisory Group. Previously, Dan worked as a Fund Accountant at Investors Bank & Trust. Dan graduated magna cum laude from Boston University with an M.S. in Investment Management and obtained a B.S. from Eastern Nazarene College.  Dan is a CFA charterholder and a member of the Boston Security Analysts Society. 

Michael Lear joined Athena Capital in 2010 as a Portfolio Advisor in the Client Management Group and is a member of the Portfolio Management team.  An experienced portfolio manager, Michael came to Athena from MetLife Investment Strategies Group where he worked as a portfolio advisor.   Prior to that Michael worked as a portfolio manager at Carruth Associates managing assets for an investment division of the single family office.  He also spent eight years as a portfolio manager at State Street Global Advisors. In his time at SSgA he worked on the Multi Asset Class Solutions team focusing on exposure management and portable alpha as well as in the Investor Solutions Group where he focused on tax efficient solutions for high net worth clients. Michael earned his B.S. in Marketing from Boston College and holds an M.S. in Investment Management from Boston University. Michael has received the Certified Investment Management Analyst designation, the Chartered Alternative Investment Analyst designation, is a member of the Investment Management Consultants Association and the Boston Security Analyst Society.  Michael is a CFA charterholder and currently holds the Series 6 license and Series 63 license.

Adam Souliere joined Athena in 2010 as a Portfolio Advisor in the Client Advisory Group.  Previously, he was a Vice President in the Investments Group at iStar Financial, a commercial real estate investment trust in New York.  Adam earned a BBA in Finance from the University of Massachusetts Amherst and an MBA from the Darden School at the University of Virginia.  He is a CFA charterholder and a member of the Boston Security Analysts Society. 

Katherine Burke joined Athena Capital in 2012 as an Associate Portfolio Advisor in the Client Advisory Group.  Katie came to Athena Capital from Grantham, Mayo, Van Otterloo & Co. LLC (GMO) where she served as a Client Relationship Manager, working primarily with institutional clients for six years.  Prior to GMO, Katie was with State Street Analytics as a Client Relationship Manager and AEW Capital as an Analyst and began her career at Fidelity Investments.  She holds a B.A. from the University of Massachusetts and M.B.A. from Bentley University; she is a CFA charterholder and member of the Boston Security Analyst Society.

Jaclyn Hirl joined Athena Capital in February 2011 as a Reporting Analyst and has since been promoted to the Investment Group as an Associate Portfolio Advisor in July 2012.  Prior to Athena, Jaclyn worked as a Fund Accountant at State Street Corporation.  Jaclyn received a B.S. in Finance from the University of Massachusetts Amherst in 2009.