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- Managing Partners
- Executive Committee
- Senior Management
- Impact Team
- Investment Research
- Portfolio Management
- Client Services
- Corporate
Lisette Cooper, PhD
Managing Partner, Chief Investment Officer
Leonard Lewin, JD
Managing Partner, General Counsel
William F. McCalpin
Managing Partner, Impact Investments
Anne Marie Towle, JD
Managing Partner, Private Client Services and Wealth Strategies
Bethanie Bullock
Managing Director, Investment Accounting
Todd Burchett, CFA, FRM, CAIA
Managing Director, Portfolio Management
Douglas M. Cohen
Managing Director, Portfolio Management
Kate Huntington
Managing Director, Research
Melissa Mattison
Managing Director, Chief Operating Officer
Alex Paul, CFA
Managing Director, Portfolio Management
Erick Rawlings
Managing Director, Research
Tyler Rodday
Managing Director, Private Client Services
John H. Tyler
Managing Director, Foundations and Endowments
Katherine Burke, CFA
Vice President, Portfolio Management
Emily Guadagnoli
Vice President, Director of Marketing & Communications
Dana O'Brien, JD
Vice President, Deputy General Counsel; Chief Compliance Officer
Adam Souliere, CFA
Vice President, Portfolio Management
Amy Spector
Vice President, Chief Financial Officer
Jeff Finkelman, CFA
Senior Research Associate, Impact Investments
Matthew Katz, CFA
Senior Research Associate
John Raus, CFA
Senior Research Associate
Alex Chown, CFA
Research Associate
Anna Kastrilevich
Research Associate
Michael Rinaldi
Research Analyst
Ryan Little, CFA
Associate Portfolio Manager
Lina Botchoukova
Associate Portfolio Manager
John Calcaterra
Associate Portfolio Manager
Amy Qiu
Associate Portfolio Manager
Rohan Shroff
Associate Portfolio Manager
Joanna Quizon
Senior Client Service Associate
Lindsy Owens
Client Service Associate
Karl Shollmier
Client Service Analyst
Jeremy Evnine, PhD*
Senior Advisor, Quantitative Research
Karen Parker Feld, PhD*
Senior Advisor, Asset Allocation
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.
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.