Athena Capital Returns to the West Coast

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Athena Capital Returns to the West Coast

• By Lisette Cooper, PhD  Founder, Managing
  Partner, and CIO of Athena Capital Advisors. 
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• I founded Athena Capital in San Francisco 25
  years ago. Initially the business focused on
  advising institutional investors on risk
  management, investment strategy, and asset
  allocation. While always a national firm, our
  headquarters migrated from California to
  Massachusetts in 1996 and we evolved into a
  registered investment advisor providing
  customized financial solutions to both individual
  and institutional investors.

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There is an entrepreneurial spirit rooted in the
West Coast that has stayed with me as Athena
Capital has grown into a leading outsourced CIO
partner for high net worth clients. With our
sights set on future growth, I am delighted to
rejoin the Bay Areas dynamic business
environment with the opening of an office in San
Francisco. This return-to-roots presence
complements our headquarters in Lincoln, MA and
our office in New York, NY.   Located in the
historic Ferry Building, the office serves the
firms existing West Coast clients and deepens
relationships with the extensive network of Bay
Area investment managers used in client
portfolios. The office is led by William
McCalpin, Managing Partner, Impact
Investments.   The new office also advances our
impact investing practice by connecting us more
directly to the growing, West Coast community of
solution-oriented entrepreneurs and investors.
Athena has more than a decade of experience
working with clients that are committed to
addressing some of the most pressing global
social and environmental challenges with
investment capital. Through our presence on the
West Coast, we seek to further contribute to the
development of the impact investment community.
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We look forward to welcoming visitors to the San
Francisco officeplease be in touch if you are
traveling to the Bay Area.   Article Resource
- https//athenacapital.com/blog/athena-capital-re
turns-to-the-west-coast/