| Name | Title | Contact Details |
|---|---|---|
John Riley |
Vice President of Equity Sales | Profile |
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. Athena Capital 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. Athena Capital`s clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena Capital invests across all asset classes and builds portfolios customized to each client`s particular circumstances and objectives.
Amalgamated Income Limited Partnership is a Victoria, BC-based company in the Financial Services sector.
Crowe Captial Markets is a Oakbrook Terrace, IL-based company in the Financial Services sector.
Bluefields Capital is a Duluth, GA-based company in the Financial Services sector.
FCStone is a Buford, GA-based company in the Financial Services sector.