Dana O`Brien was Promoted as General Counsel and Chief Compliance Officer at Athena-Capital

Date of management change: February 13, 2019 

What Happened?

Lincoln, -based Athena-Capital Promoted Dana O`Brien as General Counsel and Chief Compliance Officer


About the Company

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.


About the Person

Dana O`Brien is General Counsel and Chief Compliance Officer at Athena Capital. Previously, Dana held various senior legal leadership roles in the industry.


Info Source



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