MEET THE TEAM

Our integrated offering begins with our people

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Matthew Katz, CFA

Matthew Katz, CFA

Vice President, Research

Jeff Finkelman, CFA

Jeff Finkelman, CFA

Vice President, Impact Investments

John Raus, CFA

John Raus, CFA

Vice President, Quantitative & Risk Analytics

Ryan Little, CFA

Ryan Little, CFA

Associate Portfolio Manager & Client Project Manager

John Calcaterra, CFA

John Calcaterra, CFA

Senior Associate Portfolio Manager

Rohan Shroff

Rohan Shroff

Senior Associate Portfolio Manager

Lina Botchoukova

Lina Botchoukova

Associate Portfolio Manager

Brandon Johnson

Brandon Johnson

Associate Portfolio Manager

Anna Kastrilevich

Anna Kastrilevich

Senior Research Associate

Alex Chown, CFA

Alex Chown, CFA

Senior Research Associate

Frances Aderhold

Frances Aderhold

Senior Impact Research Analyst

James Tobin

James Tobin

Research Analyst II, Quantitative and Risk Analytics

Joanna Quizon

Joanna Quizon

Client Service Manager

Karl Shollmier

Karl Shollmier

Client Service Associate

Christopher Koziel

Christopher Koziel

Client Service Analyst

Natalia Mirabito

Natalia Mirabito

Marketing Analyst

Jeremy Evnine, PhD*

Jeremy Evnine, PhD*

Senior Advisor, Quantitative Research

William F. McCalpin, JD

William F. McCalpin, JD

Senior Advisor, Impact Investing

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. 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.


St. Francis House
St. Francis House
Perkins School for the Blind
Perkins School for the Blind
Mass Audubon Wildlife Sanctuary
Mass Audubon Wildlife Sanctuary
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.
Leonard Lewin, Managing Partner, Vice Chairman, General Counsel