Athena Capital Expands National Presence with New San Francisco Office

February 2018 – Athena Capital Advisors, a privately owned, independent registered investment advisor with $5.5 billion in assets under management, has expanded its national presence to include a new office in California.

Located in San Francisco’s historic Ferry Building, the office serves the firm’s existing West Coast clients and deepens relationships with the extensive network of Bay Area investment managers used in client portfolios. The office is led by William McCalpin, Managing Partner, Impact Investments.

Athena Capital was established in San Francisco in 1993 and later relocated its headquarters to Lincoln, Massachusetts. The firm also has an office in New York City.

Commenting on expanding to the West Coast, Lisette Cooper, Athena Capital’s Founder and Managing Partner, said, “Returning to San Francisco is the perfect complement to celebrating Athena’s 25th anniversary in 2018. We are delighted to join the Bay Area’s dynamic business environment and partner with individuals and institutions that seek risk-managed and customized investment solutions to achieve long-term goals. Our presence on the West Coast will also advance our impact investing practice as we further integrate into a community of solution-oriented entrepreneurs and investors.”

William McCalpin leads Athena Capital’s impact investing practice, which works with clients to align their investments with their values or mission objectives. Prior to joining Athena Capital, McCalpin was Chief Executive Officer of Imprint Capital Advisors, a registered investment advisor that managed customized impact investment portfolios for individual and institutional clients. Earlier in his career, McCalpin was Executive Vice President and Chief Operating Officer of the Rockefeller Brothers Fund and, during the 1990s, directed one of the first mission-related investment programs in the foundation community at the John D. and Catherine T. MacArthur Foundation.

“Among asset owners on the West Coast, there is growing interest in addressing some of the most pressing global social and environmental challenges with investment capital. Athena has more than a decade of experience working with clients that are committed to this approach. From our new office in San Francisco, we look forward to contributing to the further development of the impact investing community on the West Coast,” said McCalpin.

Athena Capital’s office is located at One Ferry Building, Suite 255, San Francisco, CA, 94111.

Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management as of December 31, 2016, with offices in Lincoln, Massachusetts; New York, New York; and San Francisco, California. Athena offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Its clients include both tax-exempt institutions and taxable families. Athena uses a research-driven approach to strategic and tactical asset allocation to provide solutions that are customized to each client’s particular circumstances and objectives. For additional information on Athena Capital Advisors, please visit www.athenacapital.com.

Emily Guadagnoli