Jessica Ogreen's Contact Details

Jessica Ogreen's Company Details

Athena Capital Advisors LLC

Lincoln, MA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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.