Athena Capital Staffs Up

Athena Capital Advisors, a Boston-based wealth management firm, has hired three managing directors: Kimberly Clouse, former CEO of Hale and Dorr Wealth Advisors; John Grady, former head of Lehman Brothers' New England private client business; and Leonard Lewis, former chairman and managing partner of law firm Gadsby Hannah.

 

PRESS RELEASE 

Athena Capital Advisors LLC (“Athena”), one of the country's leading multi-family offices primarily focused on the needs of professional investors and their families, has announced the appointment of three new managing directors. The new hires are Kimberly R. Clouse, John T. Grady, Jr. and Leonard L. Lewin.

 

Kimberly R. Clouse comes to Athena from Hale and Dorr Wealth Advisors, Boston, where she was CEO.  At Athena, Ms. Clouse is directing client management, developing and executing strategies for existing client involvements and serving as senior relationship manager for new client engagements.

 

John T. Grady, Jr. joins Athena from Lehman Brothers where he directed the firm's New England private client business.  Mr. Grady is managing business development at Athena, focusing on selectively adding new relationships to the Athena family.

 

Leonard L. Lewin, former chairman and managing partner of the Gadsby Hannah law firm, Boston, comes on board as Athena's general counsel. Atty. Lewin is working with Athena clients on family governance matters, assisting with new business initiatives and the day-to-day management of the firm. He previously served as chief legal counsel to Massachusetts governors, Paul Cellucci and Jane Swift.

 

Dr. Lisette Cooper, Athena founder and president, said, “The knowledge, combined 76 years of experience and proven track record of these professionals takes our exemplary model of catered service to the next level. We expect this team to make an immediate contribution in expanding existing client relationships and introducing new business.”

 

Dr. Cooper said that with internal growth and the addition of these new managing directors, the firm is moving ahead with plans to open a number of offices in the United States and internationally; the first being in London by year end.

 

About Athena Capital Advisors LLC (Athena)

 

Established in 1993, Athena Capital Advisors LLC is a Boston-area-based firm offering wealth management and family office services to select private clients and certain institutional investors with sophisticated investment portfolios.  Athena provides management across all asset classes, with a special expertise in alternative investments.  Athena currently works with families in New England, Colorado, Florida and California, with assets of close to $3 billion. Athena's goal is to protect and grow the wealth of families with substantial assets.  With the firm's history of growth and premier clientele, it has become the largest multi-family office by average assets per multi-generational relationship, according to a survey conducted by the Family Wealth Alliance's 2007 Multifamily Office Study.  Athena's focus on research and extraordinary customer service, coupled with best-of-breed products and cutting edge technology, allows it to provide world-class advisory services for professional investors and their families. Additional information on Athena can be found at www.athenacapital.com