Athena Capital Advisors
Industry: Company
DescriptionHeadquarters: Massachusetts Founded: 1993 Subsidiary: Athena Stonehorse Parent organization: Athena Capital Advisors, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportAthena Capital Advisors LLCWebsiteDirections Saved (0) Saved Save Investment service in Lincoln, Massachusetts Address: 55 Old Bedford Rd #302, Lincoln, MA 01773 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 274-9300: Website: : : Category: : Place name: : : Website: http://athenacapital.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Athena Capital Advisors LLC Posting publicly on the Web Write a review Reviews Be the first to review From Athena Capital Advisors LLC "Wealth management specialists for families and institutions"
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Athena Capital Advisors Employees
Employee
Years
Job
Industry
Andrew Baker, CAIA Andrew Baker, CAIA's Athena Capital Advisors Experience July 2010 - June 2012
Job Senior Associate at Investor Group Services (IGS)
Industry Venture Capital & Private Equity
Experience
Investor Group Services (IGS) February 2015 - Present
ThirdChannel January 2015 - February 2015
Nuance Communications February 2014 - June 2014
Walnut Venture Associates May 2013 - May 2014
Brook Venture Partners September 2013 - December 2013
Babson College Fund January 2013 - December 2013
Boston Millennia Partners June 2013 - August 2013
Athena Capital Advisors July 2010 - June 2012
Athena Capital Advisors April 2007 - July 2010
Investors Bank & Trust June 2006 - April 2007
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Capital IQ, Bloomberg, Venture Capital, Asset Allocation, Tactical Asset..., Asset Management, Portfolio Hedging, Private Equity, Bonds, Equities, Options, Finance, Fixed Income, Due Diligence, Corporate Finance, Investment Banking, Trading, Entrepreneurship, Mutual Funds, Equity Research, Investment Management, Emerging Markets, Valuation, Financial Modeling, Equity Valuation, Financial Advisory, Wealth Management, Investor Relations, Corporate Development, Angel Investing, Mergers, Start-ups, Capital, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Cum Laude
Connecticut College 2002 — 2006
BA, Economics, Math, Music
The Tuck School of Business at Dartmouth 2005 — 2005
Summer Bridge Program, Corporate Finance, Marketing, Accounting
The Wheeler School 1999 — 2002
Investor Group Services (IGS) February 2015 - Present
ThirdChannel January 2015 - February 2015
Nuance Communications February 2014 - June 2014
Walnut Venture Associates May 2013 - May 2014
Brook Venture Partners September 2013 - December 2013
Babson College Fund January 2013 - December 2013
Boston Millennia Partners June 2013 - August 2013
Athena Capital Advisors July 2010 - June 2012
Athena Capital Advisors April 2007 - July 2010
Investors Bank & Trust June 2006 - April 2007
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Capital IQ, Bloomberg, Venture Capital, Asset Allocation, Tactical Asset..., Asset Management, Portfolio Hedging, Private Equity, Bonds, Equities, Options, Finance, Fixed Income, Due Diligence, Corporate Finance, Investment Banking, Trading, Entrepreneurship, Mutual Funds, Equity Research, Investment Management, Emerging Markets, Valuation, Financial Modeling, Equity Valuation, Financial Advisory, Wealth Management, Investor Relations, Corporate Development, Angel Investing, Mergers, Start-ups, Capital, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Cum Laude
Connecticut College 2002 — 2006
BA, Economics, Math, Music
The Tuck School of Business at Dartmouth 2005 — 2005
Summer Bridge Program, Corporate Finance, Marketing, Accounting
The Wheeler School 1999 — 2002
Bobby Conley Bobby Conley's Athena Capital Advisors Experience August 2010 - June 2011
Job Operations Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2011 - Present
Athena Capital Advisors August 2010 - June 2011
LEGO October 2009 - January 2010
Stax Inc. 2010 - 2010
Sun Life Financial May 2009 - August 2009
Babson Capital Management May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
SCS Financial July 2011 - Present
Athena Capital Advisors August 2010 - June 2011
LEGO October 2009 - January 2010
Stax Inc. 2010 - 2010
Sun Life Financial May 2009 - August 2009
Babson Capital Management May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Annie Feldman Annie Feldman's Athena Capital Advisors Experience November 2010 - June 2013
Job Business Development Intern at ezCater
Industry Food Production
Experience
ezCater June 2015 - Present
Babson College August 2014 - Present
Enerchi Bites LLC June 2013 - Present
Athena Capital Advisors November 2010 - June 2013
Hedge Fund LIVE February 2010 - September 2010
SurchSquad.com October 2009 - February 2010
Columbia University - Initiative for Policy Dialogue June 2008 - August 2008
Skills
Alternative Investments, Product Management, Investment Management, Business Development, Product Launch, Food Industry, Impact Investing, Competitive Analysis, Sustainability, Marketing Strategy, Marketing Research, Strategic Partnerships, Bloomberg, Entrepreneurship, Financial Modeling, Investments, Strategic Planning, Due Diligence, Leadership, Portfolio Management, Asset Management, Private Equity, Microsoft Office, Hedge Funds
Education
Lehigh University 2005 — 2009
BA, International Relations and Economics
Babson College - Franklin W. Olin Graduate School of Business
Babson College - Franklin W. Olin Graduate School of Business
Pascack Hills
ezCater June 2015 - Present
Babson College August 2014 - Present
Enerchi Bites LLC June 2013 - Present
Athena Capital Advisors November 2010 - June 2013
Hedge Fund LIVE February 2010 - September 2010
SurchSquad.com October 2009 - February 2010
Columbia University - Initiative for Policy Dialogue June 2008 - August 2008
Skills
Alternative Investments, Product Management, Investment Management, Business Development, Product Launch, Food Industry, Impact Investing, Competitive Analysis, Sustainability, Marketing Strategy, Marketing Research, Strategic Partnerships, Bloomberg, Entrepreneurship, Financial Modeling, Investments, Strategic Planning, Due Diligence, Leadership, Portfolio Management, Asset Management, Private Equity, Microsoft Office, Hedge Funds
Education
Lehigh University 2005 — 2009
BA, International Relations and Economics
Babson College - Franklin W. Olin Graduate School of Business
Babson College - Franklin W. Olin Graduate School of Business
Pascack Hills
Michelle Ran Michelle Ran's Athena Capital Advisors Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2013 - Present
Goldman Sachs June 2012 - August 2012
Athena Capital Advisors June 2011 - August 2011
Research Institute of Economy, Trade and Industry June 2010 - August 2010
Skills
Bloomberg, Quantitative Finance, Financial Modeling, Mandarin, Investment Banking, French, Japanese, Economics, Java, Photoshop, InDesign, Graphic Design, Capital IQ
Education
Harvard University 2009 — 2013
Bachelor's Degree, Applied Mathematics; Secondary in Computer Science
Adlai E. Stevenson High School 2005 — 2009
Goldman Sachs 2013 - Present
Goldman Sachs June 2012 - August 2012
Athena Capital Advisors June 2011 - August 2011
Research Institute of Economy, Trade and Industry June 2010 - August 2010
Skills
Bloomberg, Quantitative Finance, Financial Modeling, Mandarin, Investment Banking, French, Japanese, Economics, Java, Photoshop, InDesign, Graphic Design, Capital IQ
Education
Harvard University 2009 — 2013
Bachelor's Degree, Applied Mathematics; Secondary in Computer Science
Adlai E. Stevenson High School 2005 — 2009
John Tyler John Tyler's Athena Capital Advisors Experience August 2014 - Present
Job Managing Director, Foundations and Endowments Athena Capital Advisors LLC
Industry Investment Management
Experience
Athena Capital Advisors August 2014 - Present
Boston Capital June 2012 - March 2014
Cambridge Associates 2000 - 2012
State Street Bank 1996 - 2000
CIBC January 1990 - February 1996
Skills
Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Private Equity, Hedge Funds, Investment Management, Asset Managment, Due Diligence, Investment Advisory, Capital Raising, Consensus Building, Portfolio Governance, Investment Manager..., Investment Consulting, Investment Committee..., Investment Performance...
Education
Dartmouth College, Amos Tuck School of Business Administration
MBA, Finance
Princeton University
BA, History
Athena Capital Advisors August 2014 - Present
Boston Capital June 2012 - March 2014
Cambridge Associates 2000 - 2012
State Street Bank 1996 - 2000
CIBC January 1990 - February 1996
Skills
Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Private Equity, Hedge Funds, Investment Management, Asset Managment, Due Diligence, Investment Advisory, Capital Raising, Consensus Building, Portfolio Governance, Investment Manager..., Investment Consulting, Investment Committee..., Investment Performance...
Education
Dartmouth College, Amos Tuck School of Business Administration
MBA, Finance
Princeton University
BA, History
William Chan William Chan's Athena Capital Advisors Experience January 2011 - March 2011
Job Analyst at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners July 2013 - Present
Centerview Partners June 2012 - August 2012
Athena Capital Advisors January 2011 - March 2011
Skills
Mergers & Acquisitions, Financial Modeling, Java, Economics, Stata, Mandarin, Valuation, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Barrington High School 2005 — 2009
Centerview Partners July 2013 - Present
Centerview Partners June 2012 - August 2012
Athena Capital Advisors January 2011 - March 2011
Skills
Mergers & Acquisitions, Financial Modeling, Java, Economics, Stata, Mandarin, Valuation, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Barrington High School 2005 — 2009
Jennifer Hughes Jennifer Hughes's Athena Capital Advisors Experience April 2014 - Present
Job IT Analyst at Athena Capital Advisors
Industry Information Technology and Services
Experience
Athena Capital Advisors April 2014 - Present
Thrive Networks December 2011 - April 2014
The Boston Consulting Group September 2004 - December 2011
Skills
Microsoft Exchange, Active Directory, Windows Server, Servers, Virtualization, VMware, IT Management, ITIL, Disaster Recovery, System Administration, Windows 7, SharePoint
Education
Northeastern University 2001 — 2004
Bachelor's degree, Business Mangement
Northern Essex Community College 1998 — 2000
Associate's degree, Computer Science
Athena Capital Advisors April 2014 - Present
Thrive Networks December 2011 - April 2014
The Boston Consulting Group September 2004 - December 2011
Skills
Microsoft Exchange, Active Directory, Windows Server, Servers, Virtualization, VMware, IT Management, ITIL, Disaster Recovery, System Administration, Windows 7, SharePoint
Education
Northeastern University 2001 — 2004
Bachelor's degree, Business Mangement
Northern Essex Community College 1998 — 2000
Associate's degree, Computer Science
Jenna Gorraiz Jenna Gorraiz's Athena Capital Advisors Experience July 2012 - August 2014
Job Director of Operations
Industry Real Estate
Experience
CMS Partners LLC August 2014 - Present
Athena Capital Advisors July 2012 - August 2014
Precise Drywall, Inc. February 2012 - June 2012
Spartan Gold Ltd January 2011 - February 2012
Tom Chambers Companies October 2006 - January 2011
Parkway Bank Arizona August 2002 - October 2006
Skills
Event Management, Office Management, Event Planning, Social Media, Social Networking, Marketing, Research, Leadership, Volunteer Management, Training, Private Equity, Nonprofits, Fundraising, Proposal Writing, Recruiting, Customer Service
Education
University of Phoenix 2011 — 2012
Bachelor of Applied Science (BASc), Management
Cactus Shadows High School 1999 — 2002
CMS Partners LLC August 2014 - Present
Athena Capital Advisors July 2012 - August 2014
Precise Drywall, Inc. February 2012 - June 2012
Spartan Gold Ltd January 2011 - February 2012
Tom Chambers Companies October 2006 - January 2011
Parkway Bank Arizona August 2002 - October 2006
Skills
Event Management, Office Management, Event Planning, Social Media, Social Networking, Marketing, Research, Leadership, Volunteer Management, Training, Private Equity, Nonprofits, Fundraising, Proposal Writing, Recruiting, Customer Service
Education
University of Phoenix 2011 — 2012
Bachelor of Applied Science (BASc), Management
Cactus Shadows High School 1999 — 2002
Courtney Bartlett's Athena Capital Advisors Experience November 2010 - March 2013
Job Marketing Manager at Beaumont Capital Management
Industry Marketing and Advertising
Experience
Beaumont Capital Management March 2014 - Present
Get In Shape For Women March 2013 - February 2014
Athena Capital Advisors November 2010 - March 2013
Lexmark May 2009 - December 2009
Ameriprise Financial May 2009 - August 2009
Skills
Excel, Word, Microsoft Office, PowerPoint, Social Media, Facebook, Research, Data Analysis, Event Planning, Editing, Market Research, Financial Analysis, Analysis, Social Media Marketing, Marketing Strategy, Project Management, Microsoft Excel, E-mail Marketing, Direct Mail Marketing, Google Adwords, Brand Management, Brand Awareness, Customer Service, Email Marketing, Marketing, Outlook, Leadership, Marketing Communications, Microsoft Word
Education
Bentley University 2007 — 2010
Bachelor of Science, Marketing and Liberal studies
Beaumont Capital Management March 2014 - Present
Get In Shape For Women March 2013 - February 2014
Athena Capital Advisors November 2010 - March 2013
Lexmark May 2009 - December 2009
Ameriprise Financial May 2009 - August 2009
Skills
Excel, Word, Microsoft Office, PowerPoint, Social Media, Facebook, Research, Data Analysis, Event Planning, Editing, Market Research, Financial Analysis, Analysis, Social Media Marketing, Marketing Strategy, Project Management, Microsoft Excel, E-mail Marketing, Direct Mail Marketing, Google Adwords, Brand Management, Brand Awareness, Customer Service, Email Marketing, Marketing, Outlook, Leadership, Marketing Communications, Microsoft Word
Education
Bentley University 2007 — 2010
Bachelor of Science, Marketing and Liberal studies
Rami Ali Rami Ali's Athena Capital Advisors Experience 2011 - 2013
Job Investment Management Professional
Industry Investment Management
Experience
Citco Fund Services November 2014 - Present
JP Morgan May 2014 - Present
Athena Capital Advisors 2011 - 2013
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Citco Fund Services November 2014 - Present
JP Morgan May 2014 - Present
Athena Capital Advisors 2011 - 2013
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Jeannette Quinn, MPH Jeannette Quinn, MPH's Athena Capital Advisors Experience September 2013 - May 2014
Job Public Health Professional; Infectionrelated Epilepsy Research
Industry Hospital & Health Care
Experience
Athena Capital Advisors September 2013 - May 2014
Boston University School of Public Health September 2009 - May 2013
Smith College 2004 - 2009
Caritas Gulu Archdiocese 2006 - 2006
Frankie & Zoe's 1993 - 2004
Skills
SAS, R, HTTP, PHP, Drupal, Python, MySQL, SQL, Data Analysis, Public Health, Biostatistics, Research, Epidemiology, Non-profits, SPSS, Program Evaluation, Program Development, Epilepsy, Emerging Infectious..., Exposure Assessment, Global Health, Microsoft Office, Statistics, Infectious Diseases, Quantitative Research, Community Outreach, Grant Writing, Public Speaking, Qualitative Research, SAS programming, Nonprofits
Education
Boston University School of Public Health 2011 — 2013
Master of Public Health (M.P.H.), Epidemiology, 3.80
Smith College 2005 — 2009
BA, Cultural Anthropology, 3.60
Scattergood 1976 — 1980
Athena Capital Advisors September 2013 - May 2014
Boston University School of Public Health September 2009 - May 2013
Smith College 2004 - 2009
Caritas Gulu Archdiocese 2006 - 2006
Frankie & Zoe's 1993 - 2004
Skills
SAS, R, HTTP, PHP, Drupal, Python, MySQL, SQL, Data Analysis, Public Health, Biostatistics, Research, Epidemiology, Non-profits, SPSS, Program Evaluation, Program Development, Epilepsy, Emerging Infectious..., Exposure Assessment, Global Health, Microsoft Office, Statistics, Infectious Diseases, Quantitative Research, Community Outreach, Grant Writing, Public Speaking, Qualitative Research, SAS programming, Nonprofits
Education
Boston University School of Public Health 2011 — 2013
Master of Public Health (M.P.H.), Epidemiology, 3.80
Smith College 2005 — 2009
BA, Cultural Anthropology, 3.60
Scattergood 1976 — 1980
Mikaela Hondros-McCarthy Mikaela Hondros-McCarthy's Athena Capital Advisors Experience October 2013 - April 2015
Job Irobot
Industry Accounting
Experience
iRobot April 2015 - Present
Athena Capital Advisors October 2013 - April 2015
Kasparian Appraisals & Consulting November 2011 - October 2013
MediaKids Academy January 2010 - January 2011
Huron Consulting Group January 2008 - January 2010
Dacon Corporation June 2007 - August 2007
Skills
Office Management, Accounting, Communication, Financial Reporting, Financial Analysis, Accounts Receivable, Due Diligence, Financial Modeling, Finance, Microsoft Excel, Human Resources, Real Estate
Education
University of Massachusetts, Amherst 2008 — 2010
Master's degree, Accounting
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
American TESOL Institute
iRobot April 2015 - Present
Athena Capital Advisors October 2013 - April 2015
Kasparian Appraisals & Consulting November 2011 - October 2013
MediaKids Academy January 2010 - January 2011
Huron Consulting Group January 2008 - January 2010
Dacon Corporation June 2007 - August 2007
Skills
Office Management, Accounting, Communication, Financial Reporting, Financial Analysis, Accounts Receivable, Due Diligence, Financial Modeling, Finance, Microsoft Excel, Human Resources, Real Estate
Education
University of Massachusetts, Amherst 2008 — 2010
Master's degree, Accounting
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
American TESOL Institute
Jason Frink Jason Frink's Athena Capital Advisors Experience 2005 - 2007
Job
Industry Financial Services
Experience
Bank of America December 2014 - January 2015
Guarantee Mortgage 2007 - 2014
Triton Funding Group 2007 - 2007
Athena Capital Advisors 2005 - 2007
Triton Funding Group 2004 - 2005
Triton Funding Group 2003 - 2003
UBS PaineWebber 2000 - 2002
Skills
California Department..., Nationwide Mortgage..., Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Fixed Income, Home Equity Loans, Loan Origination, Residential Mortgages, Real Estate Financing, Real Estate Economics, Wealth Management, Credit
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
Williams College 1996 — 2000
BA, Economics
Mary Institute and St. Louis Country Day School 1992 — 1996
Bank of America December 2014 - January 2015
Guarantee Mortgage 2007 - 2014
Triton Funding Group 2007 - 2007
Athena Capital Advisors 2005 - 2007
Triton Funding Group 2004 - 2005
Triton Funding Group 2003 - 2003
UBS PaineWebber 2000 - 2002
Skills
California Department..., Nationwide Mortgage..., Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Fixed Income, Home Equity Loans, Loan Origination, Residential Mortgages, Real Estate Financing, Real Estate Economics, Wealth Management, Credit
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
Williams College 1996 — 2000
BA, Economics
Mary Institute and St. Louis Country Day School 1992 — 1996
Emily (Emmy) Porter's Athena Capital Advisors Experience June 2013 - August 2013
Job Corporate Strategy Analyst
Industry Management Consulting
Experience
Citizens Financial Group, Inc. August 2015 - Present
MaPS June 2015 - July 2015
MaPS August 2014 - June 2015
Athena Capital Advisors June 2013 - August 2013
Dartmouth College January 2013 - June 2013
Dunbar Capital September 2012 - December 2012
Skills
Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, English, Data Analysis, Statistics, Market Research, Spanish, Customer Service, Stata, Qualitative Research, Editing, Facebook, Microsoft Word, SPSS, Research
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Government & Psychology
Norfolk Collegiate School 1997 — 2010
Citizens Financial Group, Inc. August 2015 - Present
MaPS June 2015 - July 2015
MaPS August 2014 - June 2015
Athena Capital Advisors June 2013 - August 2013
Dartmouth College January 2013 - June 2013
Dunbar Capital September 2012 - December 2012
Skills
Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, English, Data Analysis, Statistics, Market Research, Spanish, Customer Service, Stata, Qualitative Research, Editing, Facebook, Microsoft Word, SPSS, Research
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Government & Psychology
Norfolk Collegiate School 1997 — 2010
Lisette Cooper, Ph.D., CFA Lisette Cooper, Ph.D., CFA's Athena Capital Advisors Experience 1993 - Present
Job Founder, CEO, CIO at Athena Capital Advisors
Industry Investment Management
Experience
Athena Capital Advisors 1993 - Present
Education
Harvard University
Doctor of Philosophy (PhD), Geological and Earth Sciences/Geosciences
Wesleyan University
Bachelor of Arts (BA), Environmental Science
Athena Capital Advisors 1993 - Present
Education
Harvard University
Doctor of Philosophy (PhD), Geological and Earth Sciences/Geosciences
Wesleyan University
Bachelor of Arts (BA), Environmental Science
Sarah Andersen Sarah Andersen's Athena Capital Advisors Experience March 2013 - June 2014
Job Human Resources Coordinator at Felsburg Holt & Ullevig
Industry Human Resources
Experience
Felsburg Holt & Ullevig July 2014 - Present
Charter School Growth Fund June 2014 - July 2014
Athena Capital Advisors March 2013 - June 2014
Athena Capital Advisors August 2011 - March 2013
Melrose-Wakefield Hospital - Hallmark Health System, Inc. January 2011 - May 2011
Amelia Galucci-Cirio Library September 2009 - January 2011
Margaritas Restaurants June 2010 - September 2010
The Paper Store April 2006 - January 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Copywriting, Photoshop, InDesign, Graphic Design, Facebook, Illustrator, Advertising, Social Media, QuarkXPress, Mac, Adobe Creative Suite, Dreamweaver, iMovie, Flash, Web Design, Editing, Photography, Digital Photography, Outlook, Adobe Acrobat, Advent, SurveyMonkey
Education
Fitchburg State University 2007 — 2011
BS, Communications Media and Graphic Design
University of Massachusetts, Amherst 2007 — 2008
Maynard High School 2003 — 2007
Felsburg Holt & Ullevig July 2014 - Present
Charter School Growth Fund June 2014 - July 2014
Athena Capital Advisors March 2013 - June 2014
Athena Capital Advisors August 2011 - March 2013
Melrose-Wakefield Hospital - Hallmark Health System, Inc. January 2011 - May 2011
Amelia Galucci-Cirio Library September 2009 - January 2011
Margaritas Restaurants June 2010 - September 2010
The Paper Store April 2006 - January 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Copywriting, Photoshop, InDesign, Graphic Design, Facebook, Illustrator, Advertising, Social Media, QuarkXPress, Mac, Adobe Creative Suite, Dreamweaver, iMovie, Flash, Web Design, Editing, Photography, Digital Photography, Outlook, Adobe Acrobat, Advent, SurveyMonkey
Education
Fitchburg State University 2007 — 2011
BS, Communications Media and Graphic Design
University of Massachusetts, Amherst 2007 — 2008
Maynard High School 2003 — 2007
Jennifer Bruno Jennifer Bruno's Athena Capital Advisors Experience March 2013 - June 2013
Job Over 15 years in Accounting Field
Industry Accounting
Experience
The Yankee Candle Company, Inc. August 2013 - Present
Metrics Champion Consortium (MCC) August 2013 - November 2013
Athena Capital Advisors March 2013 - June 2013
BiddingForGood May 2012 - January 2013
Toxikon, Corp February 2012 - April 2012
Bretta & Grimadli, LLC, Attorneys at Law June 2011 - February 2012
James Associates January 1996 - January 2011
Boston Business Journal & Mass High Tech February 2005 - June 2010
Antigenics September 2004 - February 2005
Thomson CenterWatch January 1999 - September 2004
Skills
Great communication &..., Software: Quickbooks..., Accounts Payable, Accounts Receivable, QuickBooks, Invoicing, Account Reconciliation, Accounting, Microsoft Excel, Data Entry, Bookkeeping, Time Management, Customer Service, Salesforce.com, Software Documentation, Tax, Payments, Internal Audit, Financial Reporting, Credit, Financial Analysis, Microsoft Word
Education
Matignon High School 1992 — 1996
Fisher College
Some College Classes, Admin with Accounting Concentration
The Yankee Candle Company, Inc. August 2013 - Present
Metrics Champion Consortium (MCC) August 2013 - November 2013
Athena Capital Advisors March 2013 - June 2013
BiddingForGood May 2012 - January 2013
Toxikon, Corp February 2012 - April 2012
Bretta & Grimadli, LLC, Attorneys at Law June 2011 - February 2012
James Associates January 1996 - January 2011
Boston Business Journal & Mass High Tech February 2005 - June 2010
Antigenics September 2004 - February 2005
Thomson CenterWatch January 1999 - September 2004
Skills
Great communication &..., Software: Quickbooks..., Accounts Payable, Accounts Receivable, QuickBooks, Invoicing, Account Reconciliation, Accounting, Microsoft Excel, Data Entry, Bookkeeping, Time Management, Customer Service, Salesforce.com, Software Documentation, Tax, Payments, Internal Audit, Financial Reporting, Credit, Financial Analysis, Microsoft Word
Education
Matignon High School 1992 — 1996
Fisher College
Some College Classes, Admin with Accounting Concentration
Scott Keto Scott Keto's Athena Capital Advisors Experience January 2015 - Present
Job Associate Portfolio Manager at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors January 2015 - Present
Athena Capital Advisors January 2014 - December 2014
Athena Capital Advisors January 2013 - December 2013
Freelance May 2012 - January 2013
Milton Avery Graduate School of the Arts May 2012 - September 2012
poby photography May 2011 - September 2011
Bard College September 2009 - January 2011
Bonhams & Butterfields May 2009 - September 2009
Athena Capital Advisors 2006 - 2007
Skills
Digital Photography, Research, Mandarin, Microsoft Office, Academic Writing, Social Media, Adobe Creative Suite, Academic Tutoring, Final Cut Pro, Editing, Digital Printing, Studio Lighting, Art Handling, Contemporary Art, Statistical Data..., Canon, Nikon, Lightroom, French (Written), Art Framing, Analog Photography..., Analog Photography, Virtual Drumscanning, Wacom Tablet, Epson Printers, Profoto
Education
Bard College 2008 — 2012
Bachelor of Arts (B.A.), East Asian Studies (Economics)
Bard College 2008 — 2012
Bachelor of Arts (B.A.), Photography
Qingdao University 2010 — 2010
Fulbright-Hays Group Scholarship with Practica, Economics
Beijing Normal University 2006 — 2007
Athena Capital Advisors January 2015 - Present
Athena Capital Advisors January 2014 - December 2014
Athena Capital Advisors January 2013 - December 2013
Freelance May 2012 - January 2013
Milton Avery Graduate School of the Arts May 2012 - September 2012
poby photography May 2011 - September 2011
Bard College September 2009 - January 2011
Bonhams & Butterfields May 2009 - September 2009
Athena Capital Advisors 2006 - 2007
Skills
Digital Photography, Research, Mandarin, Microsoft Office, Academic Writing, Social Media, Adobe Creative Suite, Academic Tutoring, Final Cut Pro, Editing, Digital Printing, Studio Lighting, Art Handling, Contemporary Art, Statistical Data..., Canon, Nikon, Lightroom, French (Written), Art Framing, Analog Photography..., Analog Photography, Virtual Drumscanning, Wacom Tablet, Epson Printers, Profoto
Education
Bard College 2008 — 2012
Bachelor of Arts (B.A.), East Asian Studies (Economics)
Bard College 2008 — 2012
Bachelor of Arts (B.A.), Photography
Qingdao University 2010 — 2010
Fulbright-Hays Group Scholarship with Practica, Economics
Beijing Normal University 2006 — 2007
Louis Sherman's Athena Capital Advisors Experience April 2013 - August 2015
Job Analyst/Consultant at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors April 2013 - August 2015
State Street September 2012 - April 2013
Kforce June 2012 - August 2012
MSLGROUP March 2011 - April 2012
Accountemps June 2010 - April 2012
Skills
Accounts Payable, Financial Analysis, Data Analysis, Finance, Outlook, Microsoft Excel, Microsoft Office, Account Reconciliation, Business Analysis, Reporting & Analysis, Microsoft Office 2007, Windows 7, Bloomberg, PerTrac, Performance Attribution, Performance Reporting, Risk Management, Social Media, Bloomberg Terminal, VBA, Spreadsheets, Analysis, Blogging, Microsoft CRM, Worldox, Microsoft Dynamics, Operations Management, Sports, PowerPoint, Microsoft Word, Writing
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
Athena Capital Advisors April 2013 - August 2015
State Street September 2012 - April 2013
Kforce June 2012 - August 2012
MSLGROUP March 2011 - April 2012
Accountemps June 2010 - April 2012
Skills
Accounts Payable, Financial Analysis, Data Analysis, Finance, Outlook, Microsoft Excel, Microsoft Office, Account Reconciliation, Business Analysis, Reporting & Analysis, Microsoft Office 2007, Windows 7, Bloomberg, PerTrac, Performance Attribution, Performance Reporting, Risk Management, Social Media, Bloomberg Terminal, VBA, Spreadsheets, Analysis, Blogging, Microsoft CRM, Worldox, Microsoft Dynamics, Operations Management, Sports, PowerPoint, Microsoft Word, Writing
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
Erick Rawlings Erick Rawlings's Athena Capital Advisors Experience January 2011 - Present
Job Vice President at Athena Capital Advisors
Industry Investment Management
Experience
Athena Capital Advisors January 2011 - Present
SCS Financial June 2009 - December 2010
MOFFITT CANCER CENTER & RESEARCH INSTITUTE January 2009 - March 2009
Profit Investment Management June 2008 - August 2008
CORNERSTONE PARTNERS, LLC May 2004 - June 2007
Skills
Hedge Funds, Private Equity, Equities, Valuation, Investments, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance and Accounting
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration, Finance and Economics
Athena Capital Advisors January 2011 - Present
SCS Financial June 2009 - December 2010
MOFFITT CANCER CENTER & RESEARCH INSTITUTE January 2009 - March 2009
Profit Investment Management June 2008 - August 2008
CORNERSTONE PARTNERS, LLC May 2004 - June 2007
Skills
Hedge Funds, Private Equity, Equities, Valuation, Investments, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance and Accounting
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration, Finance and Economics
Alexandra Romanski's Athena Capital Advisors Experience August 2015 - Present
Job Administrative Assistant to the Client Team
Industry Financial Services
Experience
Athena Capital Advisors August 2015 - Present
Athena Capital Advisors October 2014 - August 2015
Eddie Bauer November 2012 - January 2015
Suffolk University Theatre Department September 2010 - May 2014
Lowell General Hospital July 2011 - August 2013
Tewksbury Public Schools May 2011 - May 2012
Skills
Social Media, PowerPoint, Customer Service, Event Planning, Event Management, Social Networking, Microsoft Excel, Public Relations, Microsoft Word, Microsoft Office, Time Management, Community Outreach, Marketing, Public Speaking, Fundraising, Investment Management..., Volunteering, Organization Skills, Project Management, Client Services
Education
Suffolk University 2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Athena Capital Advisors August 2015 - Present
Athena Capital Advisors October 2014 - August 2015
Eddie Bauer November 2012 - January 2015
Suffolk University Theatre Department September 2010 - May 2014
Lowell General Hospital July 2011 - August 2013
Tewksbury Public Schools May 2011 - May 2012
Skills
Social Media, PowerPoint, Customer Service, Event Planning, Event Management, Social Networking, Microsoft Excel, Public Relations, Microsoft Word, Microsoft Office, Time Management, Community Outreach, Marketing, Public Speaking, Fundraising, Investment Management..., Volunteering, Organization Skills, Project Management, Client Services
Education
Suffolk University 2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Lauren Casper's Athena Capital Advisors Experience June 2011 - June 2013
Job Vice President, Marketing at Advent International
Industry Investment Management
Experience
Advent International July 2013 - Present
Athena Capital Advisors June 2011 - June 2013
Stonehorse Capital Management April 2010 - July 2011
Merrill Lynch March 2004 - April 2010
Skills
Marketing, Alternative Investments, Hedge Funds, Private Equity, Investments, Financial Modeling, Portfolio Management, Mutual Funds, Valuation, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
Boston College 1999 — 2003
Bachelor of Science (BS), Marketing
Advent International July 2013 - Present
Athena Capital Advisors June 2011 - June 2013
Stonehorse Capital Management April 2010 - July 2011
Merrill Lynch March 2004 - April 2010
Skills
Marketing, Alternative Investments, Hedge Funds, Private Equity, Investments, Financial Modeling, Portfolio Management, Mutual Funds, Valuation, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
Boston College 1999 — 2003
Bachelor of Science (BS), Marketing
Andrew Novacek's Athena Capital Advisors Experience June 2012 - March 2014
Job Business Operations at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace September 2014 - Present
Athena Capital Advisors June 2012 - March 2014
CB Richard Ellis September 2009 - June 2012
CBRE / Torto Wheaton Research June 2008 - September 2008
Skills
Valuation, Financial Modeling, Investments, Data Analysis, Due Diligence, Asset Management, Financial Analysis, Business Strategy, Economics, Research, Capital Markets
Education
Harvard University 2005 — 2009
B.A., Economics
Prosper Marketplace September 2014 - Present
Athena Capital Advisors June 2012 - March 2014
CB Richard Ellis September 2009 - June 2012
CBRE / Torto Wheaton Research June 2008 - September 2008
Skills
Valuation, Financial Modeling, Investments, Data Analysis, Due Diligence, Asset Management, Financial Analysis, Business Strategy, Economics, Research, Capital Markets
Education
Harvard University 2005 — 2009
B.A., Economics
Danielle Alli's Athena Capital Advisors Experience February 2008 - December 2008
Job Educator
Industry Primary/Secondary Education
Experience
Charlestown High School September 2013 - Present
Boston Arts Academy September 2012 - June 2013
DST Retirement Solutions April 2009 - August 2012
Athena Capital Advisors February 2008 - December 2008
Boston Financial Data Services July 2005 - February 2008
WHDH-TV January 2005 - May 2005
Tufts University International Center February 2004 - May 2005
United Nations Association of Greater Boston June 2004 - September 2004
Youth Employment Summit June 2002 - September 2002
Skills
Marketing, International Relations, Research, Salesforce.com, Proposal Writing, PowerPoint, Newsletters, Microsoft Excel, Management, Policy, Microsoft Word, Market Research, Business Development, Financial Services, Microsoft Office, Customer Service, Outlook, Data Analysis, Project Management, Analysis
Education
Tufts University 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
University of Massachusetts Boston 2006 — 2008
Masters of Science, International Public Affairs
Tufts University 2001 — 2005
Bachelor of Arts, Middle Eastern Studies and International Relations
The American University in Cairo 2003 — 2003
Certificate, Arabic Language Institute
Charlestown High School September 2013 - Present
Boston Arts Academy September 2012 - June 2013
DST Retirement Solutions April 2009 - August 2012
Athena Capital Advisors February 2008 - December 2008
Boston Financial Data Services July 2005 - February 2008
WHDH-TV January 2005 - May 2005
Tufts University International Center February 2004 - May 2005
United Nations Association of Greater Boston June 2004 - September 2004
Youth Employment Summit June 2002 - September 2002
Skills
Marketing, International Relations, Research, Salesforce.com, Proposal Writing, PowerPoint, Newsletters, Microsoft Excel, Management, Policy, Microsoft Word, Market Research, Business Development, Financial Services, Microsoft Office, Customer Service, Outlook, Data Analysis, Project Management, Analysis
Education
Tufts University 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
University of Massachusetts Boston 2006 — 2008
Masters of Science, International Public Affairs
Tufts University 2001 — 2005
Bachelor of Arts, Middle Eastern Studies and International Relations
The American University in Cairo 2003 — 2003
Certificate, Arabic Language Institute
Adam Souliere, CFA's Athena Capital Advisors Experience September 2010 - Present
Job Senior Portfolio Manager at Athena Capital Advisors
Industry Investment Management
Experience
Athena Capital Advisors September 2010 - Present
Darden School of Business August 2008 - May 2010
Davidson College Investments Office June 2009 - August 2009
iStar Financial June 2001 - August 2008
Skills
Asset Management, Alternative Investments, Private Equity, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Fixed Income, Asset Allocation, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
University of Massachusetts, Amherst 1997 — 2001
BBA
Athena Capital Advisors September 2010 - Present
Darden School of Business August 2008 - May 2010
Davidson College Investments Office June 2009 - August 2009
iStar Financial June 2001 - August 2008
Skills
Asset Management, Alternative Investments, Private Equity, Hedge Funds, Portfolio Management, Mergers & Acquisitions, Fixed Income, Asset Allocation, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
University of Massachusetts, Amherst 1997 — 2001
BBA
Jared Kutner's Athena Capital Advisors Experience 2009 - August 2012
Job MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
NYC Department of Education August 2012 - Present
Education Pioneers August 2012 - Present
Athena Capital Advisors 2009 - August 2012
Bridgewater Associates 2007 - 2008
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Drexel University 2003 — 2007
Bachelor of Science (B.Sc.), Business Administration
NYC Department of Education August 2012 - Present
Education Pioneers August 2012 - Present
Athena Capital Advisors 2009 - August 2012
Bridgewater Associates 2007 - 2008
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Drexel University 2003 — 2007
Bachelor of Science (B.Sc.), Business Administration
Dana O'Brien's Athena Capital Advisors Experience February 2014 - Present
Job Vice President, Deputy General Counsel and Chief Compliance Officer at Athena Capital Advisors
Industry Venture Capital & Private Equity
Experience
Athena Capital Advisors February 2014 - Present
Fisher Lynch Capital April 2011 - January 2014
MPM Capital LLC September 2008 - March 2011
Proskauer Rose LLP January 2005 - September 2008
Testa, Hurwitz & Thibeault, LLP September 2004 - January 2005
Skills
Private Equity, Venture Capital, Investments, Due Diligence, Mergers & Acquisitions, Corporate Law, Portfolio Management, Fund Of Funds, Hedge Funds, Securities, Corporate Governance, Management, Legal Advice, Alternative Investments
Education
The University of Connecticut School of Law 2001 — 2004
JD, With High Honors
College of the Holy Cross 1995 — 1999
BA, History
Athena Capital Advisors February 2014 - Present
Fisher Lynch Capital April 2011 - January 2014
MPM Capital LLC September 2008 - March 2011
Proskauer Rose LLP January 2005 - September 2008
Testa, Hurwitz & Thibeault, LLP September 2004 - January 2005
Skills
Private Equity, Venture Capital, Investments, Due Diligence, Mergers & Acquisitions, Corporate Law, Portfolio Management, Fund Of Funds, Hedge Funds, Securities, Corporate Governance, Management, Legal Advice, Alternative Investments
Education
The University of Connecticut School of Law 2001 — 2004
JD, With High Honors
College of the Holy Cross 1995 — 1999
BA, History
Ingrid Watterson's Athena Capital Advisors Experience 2012 - Present
Job Client Operations Manager at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Athena Capital Advisors 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Ken Cooperman's Athena Capital Advisors Experience October 2002 - February 2009
Job Director at Windrose Advisors
Industry Financial Services
Experience
Windrose Advisors March 2011 - Present
Advisory Consulting Services March 2009 - December 2010
Athena Capital Advisors October 2002 - February 2009
Thinking Investments, Inc. January 2001 - February 2002
JPMorgan Chase September 1999 - December 2000
SunGard Financial Systems August 1998 - September 1999
The D. E. Shaw Group 1996 - 1998
Morgan Stanley January 1995 - February 1996
Adviser Investments 1993 - 1995
Fidelity Investments 1986 - 1993
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Providence College
B.S., Business Management
Windrose Advisors March 2011 - Present
Advisory Consulting Services March 2009 - December 2010
Athena Capital Advisors October 2002 - February 2009
Thinking Investments, Inc. January 2001 - February 2002
JPMorgan Chase September 1999 - December 2000
SunGard Financial Systems August 1998 - September 1999
The D. E. Shaw Group 1996 - 1998
Morgan Stanley January 1995 - February 1996
Adviser Investments 1993 - 1995
Fidelity Investments 1986 - 1993
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Providence College
B.S., Business Management
Josh Fiorini's Athena Capital Advisors Experience March 2006 - January 2009
Job at PTR Industries, Inc.
Industry Defense & Space
Experience
PTR Industries, Inc. June 2009 - Present
I.W. Harding January 2009 - July 2009
Quaestor Capital Management October 2007 - July 2009
Athena Capital Advisors March 2006 - January 2009
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Hedge Funds, Private Equity, Business Strategy, Manufacturing..., Strategic Planning, Business Development, Sales Management, Operations Management, Asset Management, Excel, Word, Investments, Finance, Portfolio Management, Microsoft Excel, Leadership, Social Media, Management, Customer Service, Program Management, Public Speaking
Education
Union College 2000 — 2004
B.A., Economics
Union College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kingswood-Oxford 1997 — 2000
PTR Industries, Inc. June 2009 - Present
I.W. Harding January 2009 - July 2009
Quaestor Capital Management October 2007 - July 2009
Athena Capital Advisors March 2006 - January 2009
Ameriprise Financial Services, Inc. June 2004 - July 2005
Skills
Hedge Funds, Private Equity, Business Strategy, Manufacturing..., Strategic Planning, Business Development, Sales Management, Operations Management, Asset Management, Excel, Word, Investments, Finance, Portfolio Management, Microsoft Excel, Leadership, Social Media, Management, Customer Service, Program Management, Public Speaking
Education
Union College 2000 — 2004
B.A., Economics
Union College 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Kingswood-Oxford 1997 — 2000
Linda Raymond's Athena Capital Advisors Experience May 2010 - Present
Job Staff Accountant at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors May 2010 - Present
HomeNet International, Inc. January 2007 - July 2009
Tambone Investment Group March 2005 - December 2006
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, QuickBooks, Banking, Finance, ADP Payroll, Analysis, Forecasting, Customer Service, General Ledger, Expenses, Microsoft Excel, Payments, Cost Accounting, Accounting, Credit, Microsoft Office, Management, Asset Management, Financial Analysis, Portfolio Management, Financial Reporting, Auditing, Project Management, Financial Statements, Financial Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1985
MBA, finance
Boston University Questrom School of Business 1977 — 1980
BSBA, finance
Athena Capital Advisors May 2010 - Present
HomeNet International, Inc. January 2007 - July 2009
Tambone Investment Group March 2005 - December 2006
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, QuickBooks, Banking, Finance, ADP Payroll, Analysis, Forecasting, Customer Service, General Ledger, Expenses, Microsoft Excel, Payments, Cost Accounting, Accounting, Credit, Microsoft Office, Management, Asset Management, Financial Analysis, Portfolio Management, Financial Reporting, Auditing, Project Management, Financial Statements, Financial Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1985
MBA, finance
Boston University Questrom School of Business 1977 — 1980
BSBA, finance
Leigh Buckens's Athena Capital Advisors Experience September 2005 - April 2006
Job Venture development, Babson Grad
Industry Consumer Goods
Experience
Wine for the World January 2013 - Present
Subsea Energy North America June 2011 - 2014
URGENT VC 2011 - 2014
Kapture Life Inc. May 2012 - May 2013
Granja Brazilia Farm 2010 - 2011
GreenTop Growers 2009 - 2010
CIT July 2006 - April 2009
Athena Capital Advisors September 2005 - April 2006
Synapse Group Inc. a Time Inc. Company May 2005 - August 2005
Ditch Witch September 2003 - December 2004
Skills
Entrepreneurship, Market Research, Venture Capital, Due Diligence, Analytics, Research, Fundraising, Cleantech, Financial Modeling, Valuation, Business Strategy, Private Equity, Strategy, Financial Analysis, Project Management, Strategic Planning, Microsoft Office, Business Development, Analysis, Data Analysis, Start-ups
Education
Babson College 2002 — 2006
BSBA, Economics, Entrepreneurship
Babson College 2005 — 2006
BA, Management Consulting Field Experience (MCFE)
The Gunnery 1998 — 2002
Wine for the World January 2013 - Present
Subsea Energy North America June 2011 - 2014
URGENT VC 2011 - 2014
Kapture Life Inc. May 2012 - May 2013
Granja Brazilia Farm 2010 - 2011
GreenTop Growers 2009 - 2010
CIT July 2006 - April 2009
Athena Capital Advisors September 2005 - April 2006
Synapse Group Inc. a Time Inc. Company May 2005 - August 2005
Ditch Witch September 2003 - December 2004
Skills
Entrepreneurship, Market Research, Venture Capital, Due Diligence, Analytics, Research, Fundraising, Cleantech, Financial Modeling, Valuation, Business Strategy, Private Equity, Strategy, Financial Analysis, Project Management, Strategic Planning, Microsoft Office, Business Development, Analysis, Data Analysis, Start-ups
Education
Babson College 2002 — 2006
BSBA, Economics, Entrepreneurship
Babson College 2005 — 2006
BA, Management Consulting Field Experience (MCFE)
The Gunnery 1998 — 2002
Eileen Simons's Athena Capital Advisors Experience July 2011 - Present
Job Assistant General Counsel, Senior Compliance Associate at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors July 2011 - Present
Fidelity Investments January 2010 - Present
Education
Suffolk University Law School 1992 — 1995
JD
Brandeis University 1986 — 1990
BA, American Studies
Athena Capital Advisors July 2011 - Present
Fidelity Investments January 2010 - Present
Education
Suffolk University Law School 1992 — 1995
JD
Brandeis University 1986 — 1990
BA, American Studies
Alan Slaughter's Athena Capital Advisors Experience June 2006 - June 2012
Job Seeking new career opportunity that leverages my management, technical and operations skills
Industry Investment Management
Experience
Lake Street Advisors, LLC June 2012 - January 2015
Athena Capital Advisors June 2006 - June 2012
University of Pittsburgh September 2001 - December 2005
Skills
Portfolio Management, APX, SQL, Hedge Funds, Investments, Databases, CRM, Product Management, Analytics, Bloomberg, Private Equity, SSRS, Microsoft Office, Asset Management, Web Design, Microsoft Excel, Management, Strategy, Alternative Investments, Leadership, Equities
Education
University of Pittsburgh 2001 — 2006
Bachelor's of Arts, Music
Lake Street Advisors, LLC June 2012 - January 2015
Athena Capital Advisors June 2006 - June 2012
University of Pittsburgh September 2001 - December 2005
Skills
Portfolio Management, APX, SQL, Hedge Funds, Investments, Databases, CRM, Product Management, Analytics, Bloomberg, Private Equity, SSRS, Microsoft Office, Asset Management, Web Design, Microsoft Excel, Management, Strategy, Alternative Investments, Leadership, Equities
Education
University of Pittsburgh 2001 — 2006
Bachelor's of Arts, Music
Teresa Fang's Athena Capital Advisors Experience January 2006 - April 2011
Job Executive Assistant at SoftBank
Industry Investment Management
Experience
SoftBank Group International October 2012 - Present
Sawyer Realty Holdings LLC April 2011 - November 2012
Athena Capital Advisors January 2006 - April 2011
Sawyer Realty Holdings LLC 2000 - 2005
Skills
Excel, Event Planning, Scheduling, Accounts Payable, Budgeting, Microsoft Office, Outlook, Word, Contract Management, Supervisory Skills, Employee Relations, International Travel, Travel Planning, Business Travel, Travel Management, Notary Public, PowerPoint, Microsoft Publisher, Microsoft Word, Travel Arrangements, Calendars, Microsoft Excel, Budgets, Office Management, Administrative..., Executive..., Executive Support, Expense Reports, Expenses, Calendaring, Concur, Process Scheduler, Confidentiality, Expense Management, Spreadsheets, Business Correspondence, Organizing Meetings, Heavy Calendaring
Education
Northeastern University
Bachelor of Science (B.S.), Biology, General
SoftBank Group International October 2012 - Present
Sawyer Realty Holdings LLC April 2011 - November 2012
Athena Capital Advisors January 2006 - April 2011
Sawyer Realty Holdings LLC 2000 - 2005
Skills
Excel, Event Planning, Scheduling, Accounts Payable, Budgeting, Microsoft Office, Outlook, Word, Contract Management, Supervisory Skills, Employee Relations, International Travel, Travel Planning, Business Travel, Travel Management, Notary Public, PowerPoint, Microsoft Publisher, Microsoft Word, Travel Arrangements, Calendars, Microsoft Excel, Budgets, Office Management, Administrative..., Executive..., Executive Support, Expense Reports, Expenses, Calendaring, Concur, Process Scheduler, Confidentiality, Expense Management, Spreadsheets, Business Correspondence, Organizing Meetings, Heavy Calendaring
Education
Northeastern University
Bachelor of Science (B.S.), Biology, General
Alex Chown's Athena Capital Advisors Experience April 2013 - Present
Job Investment Research Analyst at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors April 2013 - Present
Athena Capital Advisors June 2012 - August 2012
Skills
Investments, Private Equity, Portfolio Management, Capital Markets, Hedge Funds, Bloomberg, SQL, Asset Allocation, Alternative Investments, Venture Capital, Mutual Funds, Risk Management, Microsoft Office, Microsoft Excel, Research, Public Speaking, Teamwork
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems, Cum Laude
Athena Capital Advisors April 2013 - Present
Athena Capital Advisors June 2012 - August 2012
Skills
Investments, Private Equity, Portfolio Management, Capital Markets, Hedge Funds, Bloomberg, SQL, Asset Allocation, Alternative Investments, Venture Capital, Mutual Funds, Risk Management, Microsoft Office, Microsoft Excel, Research, Public Speaking, Teamwork
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems, Cum Laude
Alex Fox's Athena Capital Advisors Experience June 2011 - August 2011
Job Software Engineer
Industry Computer Software
Experience
Autodesk Developer ApprenticeVista Higher LearningJune 2014 - January 2015
Metis 2014 - May 2014
GWU International Medicine Programs September 2011 - April 2012
Athena Capital Advisors June 2011 - August 2011
Blacker's Bakeshop March 2008 - August 2008
Skills
Ruby on Rails, Web Design, Ruby, Vim, jQuery, Web Development, CSS, Github, SASS, JavaScript, Photoshop, HTML, Git, Photography, QuickBooks, Data Entry, Microsoft Office, Social Networking, Customer Service, Web Content, SQL, Research
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), History
Newton Country Day School 2005 — 2009
High School
Autodesk Developer ApprenticeVista Higher LearningJune 2014 - January 2015
Metis 2014 - May 2014
GWU International Medicine Programs September 2011 - April 2012
Athena Capital Advisors June 2011 - August 2011
Blacker's Bakeshop March 2008 - August 2008
Skills
Ruby on Rails, Web Design, Ruby, Vim, jQuery, Web Development, CSS, Github, SASS, JavaScript, Photoshop, HTML, Git, Photography, QuickBooks, Data Entry, Microsoft Office, Social Networking, Customer Service, Web Content, SQL, Research
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), History
Newton Country Day School 2005 — 2009
High School
Benjamin Sweigart, CFA's Athena Capital Advisors Experience August 2013 - Present
Job Associate Portfolio Manager at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors August 2013 - Present
Highmount Capital August 2012 - July 2013
Deutsche Bank 2007 - 2012
Skills
Financial Analysis, Due Diligence, Financial Markets, Fixed Income, Financial Risk, Asset Management, Equity Valuation, Credit Risk, Mergers & Acquisitions, Project Finance, Financial Advisory, Economics, Competitive Analysis, Investment Advisory, Banking, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments
Education
Brown University
Bachelor's Degree, Mathematics
Athena Capital Advisors August 2013 - Present
Highmount Capital August 2012 - July 2013
Deutsche Bank 2007 - 2012
Skills
Financial Analysis, Due Diligence, Financial Markets, Fixed Income, Financial Risk, Asset Management, Equity Valuation, Credit Risk, Mergers & Acquisitions, Project Finance, Financial Advisory, Economics, Competitive Analysis, Investment Advisory, Banking, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments
Education
Brown University
Bachelor's Degree, Mathematics
Amy Spector's Athena Capital Advisors Experience January 2014 - Present
Job VP Finance at Athena Capital Advisors
Industry Investment Management
Experience
Athena Capital Advisors January 2014 - Present
Athena Capital Advisors January 2012 - Present
Lincoln Vale LLC April 2008 - December 2011
State Street Global Advisors September 2003 - April 2008
State Street October 1998 - September 2003
Pratt & Whitney July 1996 - August 1998
Skills
Financial Reporting, Finance, Financial Analysis, Budgets, General Ledger, Hedge Funds, Financial Modeling, Strategic Financial..., Managerial Finance, Accounting, Cash Flow, Alternative Investments, Asset Management, Private Equity, Investments, Financial Planning, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Business
Babson College 1992 — 1996
BS, Finance, Investments & Economics
Athena Capital Advisors January 2014 - Present
Athena Capital Advisors January 2012 - Present
Lincoln Vale LLC April 2008 - December 2011
State Street Global Advisors September 2003 - April 2008
State Street October 1998 - September 2003
Pratt & Whitney July 1996 - August 1998
Skills
Financial Reporting, Finance, Financial Analysis, Budgets, General Ledger, Hedge Funds, Financial Modeling, Strategic Financial..., Managerial Finance, Accounting, Cash Flow, Alternative Investments, Asset Management, Private Equity, Investments, Financial Planning, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Business
Babson College 1992 — 1996
BS, Finance, Investments & Economics
Michael Chimento's Athena Capital Advisors Experience July 2004 - January 2007
Job Investment Advisor at Ballentine Partners, LLC
Industry Investment Management
Experience
Ballentine Partners, LLC January 2011 - Present
Ballentine Partners, LLC January 2007 - December 2010
Athena Capital Advisors July 2004 - January 2007
Veritable, LP March 2001 - June 2004
Veritable, LP October 1998 - March 2001
Skills
Financial Advisory, Investments, Entrepreneurship, Wealth Management, Portfolio Management
Education
The George Washington University 1997 — 1998
Master's degree, Finance, General
Villanova University 1993 — 1997
Bachelor's degree, Accounting
Ballentine Partners, LLC January 2011 - Present
Ballentine Partners, LLC January 2007 - December 2010
Athena Capital Advisors July 2004 - January 2007
Veritable, LP March 2001 - June 2004
Veritable, LP October 1998 - March 2001
Skills
Financial Advisory, Investments, Entrepreneurship, Wealth Management, Portfolio Management
Education
The George Washington University 1997 — 1998
Master's degree, Finance, General
Villanova University 1993 — 1997
Bachelor's degree, Accounting
Ann Burnham's Athena Capital Advisors Experience May 2003 - June 2015
Job
Industry Financial Services
Experience
Athena Capital Advisors May 2003 - June 2015
McQuilan Ventures January 1998 - May 2003
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Investments, Private Equity, Management, Microsoft Excel, Portfolio Management, Microsoft Office
Education
Nichols College
Master of Business Administration (MBA), Concentration in Finance
Simmons College
Bachelor of Applied Science (BASc), Biology, General
The American School in Switzerland
High School Degree Awarded, General
Athena Capital Advisors May 2003 - June 2015
McQuilan Ventures January 1998 - May 2003
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Investments, Private Equity, Management, Microsoft Excel, Portfolio Management, Microsoft Office
Education
Nichols College
Master of Business Administration (MBA), Concentration in Finance
Simmons College
Bachelor of Applied Science (BASc), Biology, General
The American School in Switzerland
High School Degree Awarded, General
Joshua Konieczny's Athena Capital Advisors Experience January 2012 - March 2012
Job
Industry
Experience
Dartmouth College January 2013 - June 2013
Athena Capital Advisors January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Editing, Research, Windows, English, Statistics, Data Analysis, Analysis, Economics, Microsoft Office
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. John's Jesuit High School
Dartmouth College January 2013 - June 2013
Athena Capital Advisors January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Editing, Research, Windows, English, Statistics, Data Analysis, Analysis, Economics, Microsoft Office
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. John's Jesuit High School
Jennessa Lever's Athena Capital Advisors Experience June 2014 - Present
Job Administrative Assistant, Compliance at Athena Capital Advisors
Industry International Affairs
Experience
Athena Capital Advisors June 2014 - Present
Barbara Lee Family Foundation Intern Fellowship January 2014 - May 2014
Simmons College September 2012 - May 2014
European Parliament June 2013 - June 2013
Simmons College February 2012 - May 2012
Macy's September 2011 - November 2011
Skills
Research, Microsoft Office, International Relations, Statistics, Event Planning, Social Media, Economics, Facebook, Community Outreach, English, Human Rights, Critical Thinking, International..., Editing, PowerPoint, Nonprofits, Strategic Communications, Political Science, Intercultural..., Policy Analysis, Spanish, SPSS, Politics, Microsoft Excel, French, Public Health, Grant Writing, Microsoft Word, iMovie, History, Program Evaluation, Public Policy, Data Analysis, Social Networking, Copy Editing, OS X, Blogging, Academic Writing, Volunteer Management, Grants, Teamwork, Fundraising, Program Development, Qualitative Research, Public Relations
Education
Simmons College 2012 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
University of Denver 2010 — 2011
International Studies
Athena Capital Advisors June 2014 - Present
Barbara Lee Family Foundation Intern Fellowship January 2014 - May 2014
Simmons College September 2012 - May 2014
European Parliament June 2013 - June 2013
Simmons College February 2012 - May 2012
Macy's September 2011 - November 2011
Skills
Research, Microsoft Office, International Relations, Statistics, Event Planning, Social Media, Economics, Facebook, Community Outreach, English, Human Rights, Critical Thinking, International..., Editing, PowerPoint, Nonprofits, Strategic Communications, Political Science, Intercultural..., Policy Analysis, Spanish, SPSS, Politics, Microsoft Excel, French, Public Health, Grant Writing, Microsoft Word, iMovie, History, Program Evaluation, Public Policy, Data Analysis, Social Networking, Copy Editing, OS X, Blogging, Academic Writing, Volunteer Management, Grants, Teamwork, Fundraising, Program Development, Qualitative Research, Public Relations
Education
Simmons College 2012 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
University of Denver 2010 — 2011
International Studies
Anna Kastrilevich's Athena Capital Advisors Experience December 2010 - Present
Job Research Associate at Athena Capital Advisors
Industry Financial Services
Experience
Athena Capital Advisors December 2010 - Present
Hartford Investment Management (HIMCO) June 2008 - December 2010
Education
Smith College
Bachelor of Arts (B.A.), Economics
Athena Capital Advisors December 2010 - Present
Hartford Investment Management (HIMCO) June 2008 - December 2010
Education
Smith College
Bachelor of Arts (B.A.), Economics
Sabra Dudman's Athena Capital Advisors Experience June 2014 - October 2014
Job Office Manager at Blend Therapeutics
Industry Pharmaceuticals
Experience
Blend Therapeutics May 2015 - Present
Karyopharm Therapeutics Inc. November 2014 - April 2015
Athena Capital Advisors June 2014 - October 2014
Aptiv Solutions October 2011 - December 2013
Skills
Clinical Trials, CRO, Pharmaceutical Industry, GCP, EDC, CTMS, ICH-GCP, Clinical Data Management, Sop, FDA, Clinical Research, Validation
Education
Roger Williams University
Computer Information Systems
Blend Therapeutics May 2015 - Present
Karyopharm Therapeutics Inc. November 2014 - April 2015
Athena Capital Advisors June 2014 - October 2014
Aptiv Solutions October 2011 - December 2013
Skills
Clinical Trials, CRO, Pharmaceutical Industry, GCP, EDC, CTMS, ICH-GCP, Clinical Data Management, Sop, FDA, Clinical Research, Validation
Education
Roger Williams University
Computer Information Systems
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY