MEET THE TEAM

Our integrated offering begins with our people

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Matthew Katz, CFA

Matthew Katz, CFA

Senior Research Associate

Alex Chown, CFA

Alex Chown, CFA

Research Associate

Jeff Finkelman, CFA

Jeff Finkelman, CFA

Research Associate, Impact Investments

Anna Kastrilevich

Anna Kastrilevich

Research Associate

John Raus, CFA

John Raus, CFA

Senior Research Associate

Michael Rinaldi

Michael Rinaldi

Research Analyst

Katherine Burke, CFA

Katherine Burke, CFA

Senior Portfolio Manager

Adam Souliere, CFA

Adam Souliere, CFA

Senior Portfolio Manager

Ryan Little, CFA

Ryan Little, CFA

Associate Portfolio Manager

Lina Botchoukova

Lina Botchoukova

Associate Portfolio Manager

John Calcaterra

John Calcaterra

Associate Portfolio Manager

Amy Qiu

Amy Qiu

Associate Portfolio Manager

Rohan Shroff

Rohan Shroff

Associate Portfolio Manager

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

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.


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
20170411