LINCOLN, Mass.–(BUSINESS WIRE)–Athena Capital Advisors, a privately owned, independent registered
investment advisor with $5.5 billion in assets under management, is
pleased to announce the promotion of Dana K. O’Brien to General Counsel.
Ms. O’Brien joined Athena Capital in 2014 and most recently served as
Deputy General Counsel and Chief Compliance Officer. She will continue
her role as Chief Compliance Officer.
Leonard Lewin, who has served as General Counsel and Vice Chairman of
the Board for over a decade, will remain as Vice Chairman on Athena’s
Board of Directors and continue oversight of client relationships in his
capacity as a Managing Partner of the firm.
“Through her previous role as Deputy General Counsel, Dana is already
involved in all aspects of firm and client legal matters,” said Leonard
Lewin. “She is an integral member of the Athena team, guiding our
client-centric and customized approach to investment management. I can’t
think of a better person to fill this role.”
In her role as General Counsel, Ms. O’Brien will oversee all of Athena’s
legal matters while continuing to manage the regulatory compliance team.
Ms. O’Brien also works closely with the client and research teams to
conduct due diligence and perform comprehensive legal reviews on all
alternative investments and chairs Athena’s Operating Committee. She
remains based in Athena’s Lincoln, Massachusetts, headquarters.
Prior to joining Athena, Ms. O’Brien served as Chief Compliance Officer
and Director of Administration and Legal Affairs for Fisher Lynch
Capital LLC. Previously, she was Director of Operations and Legal
Affairs at MPM Capital LLC. She earned her B.A. in History from the
College of the Holy Cross and her J.D. from the University of
Connecticut School of Law with High Honors.
ABOUT ATHENA CAPITAL ADVISORS
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 as of December 31, 2018, with offices in Lincoln, MA; New
York City, NY; and San Francisco, CA. Athena 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. Its clients include both tax-exempt institutions
and taxable families. Athena uses a research-driven approach to
strategic and tactical asset allocation to provide solutions that are
customized to each client’s particular circumstances and objectives. For
additional information on Athena Capital Advisors, please visit www.athenacapital.com.