Athena Capital Advisors Overview

$5m+
Est Annual Revenue
Industry

Company Details

Athena Capital Advisors is now a part of Fiduciary Trust International.

Athena was founded in 1993 by Dr. Lisette Cooper and the firm grew to $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. The firm 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. Clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, the firm invests across all asset classes and builds portfolios customized to each client's particular circumstances and objectives.

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Athena Capital Advisors Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Manager
Year 2013
Job Title Manager
Group/Division Quantitative Research
Location Lincoln
Experience
Neutral
Difficulty
Average