NOVEMBER 2016

William F. McCalpin Joins Athena Capital Advisors to Lead Impact Investments Team

Lincoln, Mass - Athena Capital Advisors LLC (Athena) is pleased to announce that William F. McCalpin has joined the firm as Managing Partner, Impact Investments.  Athena is a privately owned, independent Registered Investment Advisor (RIA) that provides customized investment solutions to private clients as well as foundations and endowments.

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“We are excited to have someone with Bill’s experience lead our impact investing business and join the firm’s senior management team,” said Dr. Lisette Cooper, Founder, Chief Executive Officer and Chief Investment Officer of Athena.  “Athena has been serving clients with social and environmental impact interests for over a decade.  We provide innovative solutions to the growing number of investors pursuing this approach and, with Bill’s leadership, are adding significant resources to deepen our capabilities in this area.”

“Among independent RIAs that focus solely on wealth management for private and institutional clients, Athena is one of the leading practitioners of impact investing,” said Mr. McCalpin.  “The firm has scale, well-established infrastructure, and an impressive investment culture that Lisette and her colleagues have built over the last two decades. I look forward to working with the Athena team to deliver customized solutions that achieve clients’ financial and social and environmental objectives.”

Read the full press release on Business Wire here.

About Athena Capital Advisors

Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. With nearly $6 billion in assets under management, Athena is headquartered in Lincoln, Mass., and operates a second location in New York City. Athena provides both private clients and institutions with modern portfolio solutions and unparalleled client service. Athena offers clients investment advisory and management, investment administration and reporting, external chief investment officer, and estate and wealth planning services. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena delivers solutions tailored to clients’ specific needs, including impact investing.

For additional information on Athena Capital Advisors, please visit www.athenacapital.com

CONTACT

Athena Capital Advisors
Alexandra Romanski, 781-274-9300
aromanski@athenacapital.com