Julie Creagh

at Athena Capital Advisors LLC - Lincoln, MA, US

Julie Creagh's Colleagues at Athena Capital Advisors LLC
Amy Spector

Chief Financial Officer

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Joe Estrela

Information Technology System Administrator

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Dana Obrien

Vice President, Deputy General Counsel And Chief Compliance Officer

Contact Dana Obrien

Jessica Ogreen

Financial Services Professional

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Julie Creagh's Contact Details
HQ
781-274-9300
Location
Bedford,Massachusetts,United States
Company
Athena Capital Advisors LLC
Julie Creagh's Company Details
Athena Capital Advisors LLC logo, Athena Capital Advisors LLC contact 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.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Athena Capital Advisors LLC
Frequently Asked Questions about Julie Creagh
Julie Creagh currently works for Athena Capital Advisors.
Julie Creagh's role at Athena Capital Advisors is .
Julie Creagh's email address is ***@athenacapital.com. To view Julie Creagh's full email address, please signup to ConnectPlex.
Julie Creagh works in the Investment Management industry.
Julie Creagh's colleagues at Athena Capital Advisors LLC are Kate Huntington, Melissa Mattison, Amy Spector, Nicole Zichella, Joe Estrela, Dana Obrien, Jessica Ogreen and others.
Julie Creagh's phone number is 781-274-9300
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