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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, Vice Chairman, General Counsel
Anne Marie Towle, JD
Managing Partner, Private Client Services and Wealth Strategies
Bethanie Bullock
Managing Director, Investment Accounting
Douglas M. Cohen
Managing Director, Portfolio Management
Kate Huntington
Managing Director, Research
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
Adam Souliere, CFA
Vice President, Portfolio Management
Beth Lehman, JD
Deputy General Counsel and Chief Compliance Officer
Amy Spector
Chief Financial Officer
Emily Guadagnoli
Vice President, Director of Marketing & Communications
Matthew Katz, CFA
Vice President, Research
Jeff Finkelman, CFA
Vice President, Impact Investments
John Raus, CFA
Vice President, Quantitative & Risk Analytics
Ryan Little, CFA
Associate Portfolio Manager & Client Project Manager
John Calcaterra, CFA
Senior Associate Portfolio Manager
Rohan Shroff
Senior Associate Portfolio Manager
Lina Botchoukova
Associate Portfolio Manager
Brandon Johnson
Associate Portfolio Manager
Anna Kastrilevich
Senior Research Associate
Alex Chown, CFA
Senior Research Associate
Frances Aderhold
Senior Impact Research Analyst
James Tobin
Research Analyst II, Quantitative and Risk Analytics
Joanna Quizon
Client Service Manager
Karl Shollmier
Client Service Associate
Christopher Koziel
Client Service Analyst
Natalia Mirabito
Marketing Analyst
Jeremy Evnine, PhD*
Senior Advisor, Quantitative Research
William F. McCalpin, JD
Senior Advisor, Impact Investing
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. This past year, Athena volunteered at several organizations as well as raised money for The Boys and Girls Club of Boston, The Jimmy Fund, and Children’s Hospital Boston.
We have a long-term focus and seek to build longer-term relationships by collaborating with clients to help them formulate and reach their most ambitious financial goals.