MEET THE TEAM

Our integrated offering begins with our people

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Melissa Mattison

Melissa Mattison

Managing Director, Chief Operating Officer

Bethanie Bullock

Bethanie Bullock

Vice President, Investment Accounting

Todd Burchett, CFA, FRM, CAIA

Todd Burchett, CFA, FRM, CAIA

Vice President, Portfolio Management

Michael Lear, CFA, CIMA, CAIA

Michael Lear, CFA, CIMA, CAIA

Vice President, Portfolio Management

Dana O'Brien, JD

Dana O'Brien, JD

Vice President, Deputy General Counsel; Chief Compliance Officer

Amy Spector

Amy Spector

Vice President, Chief Financial Officer

Alex Chown

Alex Chown

Research Associate

Jeff Finkelman, CFA

Jeff Finkelman, CFA

Research Associate, Impact Investments

Anna Kastrilevich

Anna Kastrilevich

Research Associate

Matthew Katz, CFA

Matthew Katz, CFA

Senior Research Associate

John Raus, CFA

John Raus, CFA

Research Associate

Michael Rinaldi

Michael Rinaldi

Research Analyst

Adam Souliere, CFA

Adam Souliere, CFA

Senior Portfolio Manager

Katherine Burke, CFA

Katherine Burke, CFA

Senior Associate, Portfolio Management

Lina Botchoukova

Lina Botchoukova

Associate Portfolio Manager

John Calcaterra

John Calcaterra

Associate Portfolio Manager

Ryan Little, CFA

Ryan Little, CFA

Senior Analyst, Portfolio Management

Amy Qiu

Amy Qiu

Associate Portfolio Manager

Rohan Shroff

Rohan Shroff

Associate Portfolio Manager

Alexandra Romanski

Alexandra Romanski

Marketing Associate

Ingrid Watterson

Ingrid Watterson

Manager, Client Service

Joanna Quizon

Joanna Quizon

Senior Client Service Analyst

Lindsy Owens

Lindsy Owens

Client Service Analyst

Karl Shollmier

Karl Shollmier

Client Service Analyst

William Simpson, CIPM

William Simpson, CIPM

Senior Performance Analyst

Karen Rinaldi

Karen Rinaldi

Director of Human Resources

Jeremy Evnine, PhD*

Jeremy Evnine, PhD*

Senior Advisor, Quantitative Research

Karen Parker Feld, PhD*

Karen Parker Feld, PhD*

Senior Advisor, Asset Allocation

View Athena Staff

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.


Appalachian Mountain Club
Appalachian Mountain Club
Gaining Ground
Gaining Ground
Rosie's Place
Rosie's Place
American Red Cross Food Pantry
American Red Cross Food Pantry
The Old Manse
The Old Manse
ALS Fundraiser Road Race
ALS Fundraiser Road Race
Fountain House
Fountain House
Cradles to Crayons
Cradles to Crayons
Mass Audubon Drumlin Farm Wildlife Sanctuary
Mass Audubon Drumlin Farm Wildlife Sanctuary
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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, General Counsel
20170123