COMMITTED TO THE CLIENT EXPERIENCE

A track record of performance and service

Founded in 1993 and based in Lincoln, Massachusetts, we are a privately owned, independent Registered Investment Advisor (RIA). We earn clients' trust by understanding and meeting their investment objectives to deliver an exceptional experience.

TWO DECADES OF GROWTH ALONGSIDE OUR CLIENTS

 
2017

Douglas Cohen joins as Managing Director leading Athena's New York City office

The five Managing Partners, Melissa Mattison (COO) and Amy Spector (CFO) launch new Athena Executive Committee



2016

William McCalpin joins as Managing Partner, Impact Investments

Recognized among Barron’s Inaugural Top 20 Independent Advisory Firms

Named to 2016 Financial Times Top 300 RIAs for third consecutive year

Journal of Wealth Management publishes Athena's paper Social Finance and Postmodern Portfolio: Theory & Practice

 
 
Len Lewin named Vice Chairman

Recognized among the top decile globally as part of The Financial Times' Top 300 RIAs

Ranked No. 4 by growth in Bloomberg Markets' annual "Family Offices" ranking

2014

Received Wealth and Finance International's Award for Excellence in Impact Investing North America

John Tyler joined Athena as Managing Director, Foundations and Endowments

Ranked No. 1 RIA in Massachusetts by InvestmentNews

 

2013

Opened New York City office

 
2012

First RIA named to Investor Council of the Global Impact Investing Network (GIIN)

2011

Acquired Stonehorse Capital

Ranked No. 1 in per client assets under management by AdvisorOne

 
 
2010

Recognized by Forbes in ranking of Top 50 Fee-Only Advisors

2009

Ranked No. 1 in per client assets under management by Wealth Manager

2008

Initiated customized portfolio management for institutions as OCIO

Anne Marie Towle joined Athena as Vice President

Len Lewin joined Athena as Managing Director, General Counsel and President

 
 
2004

Introduced capabilities to offer customized alternative-only investment portfolios

2003

Expanded asset class coverage to include hedge funds

 

2002

Launched outsourced chief investment officer (OCIO) and family-office services offering

 
1998

Launched advisory arm to serve endowments and foundations

1996

Expanded asset class coverage to include private equity, venture capital and real estate

 

1996

Awarded first SRI mandate, marking Athena's entry into social responsibility and impact investing

 
1995

Launched wealth advisory consulting business for private clients

1994

Expanded practice to provide Fiduciary Duty Expert Witness services

 

1993

Athena founded by

Lisette Cooper, CFA, PhD

I left Wall Street because I saw a distinct need among families and nonprofits for an advocate in the world of investing and wealth management, someone who sits on the same side of the table and ensures their interests are always being served.
Lisette Cooper, CFA, PhD, Managing Partner, Chief Investment Officer