Athena Capital Advisors LLC, a private independent registered investment advisor, has hired Douglas Cohen as a managing director leading the company’s New York City office. Cohen will focus on the delivery of investment advisory services, including asset allocation, portfolio construction and other portfolio-management related services.
“We are pleased to have Doug join our expanding team. Over the course of his career, he’s amassed an excellent track record built upon dedication, integrity and care that are directly aligned to Athena’s core values,” said Dr. Lisette Cooper, founder and managing partner of Athena. “Doug’s deep investment expertise and experience will be of great value to all of our clients.”
Cohen joins Athena from Eachwin Capital where, as a founding partner and portfolio manager, he developed the firm’s investment approach and oversaw all aspects of portfolio construction and risk management. Cohen previously spent 18 years at Morgan Stanley, where for the last 12 years, he served as managing director and director of the firm’s Strategic Equity Portfolio Program.
Cohen received a bachelor’s degree in finance from the University of Virginia and an MBA from Harvard University. He is also a board member of JOIN Israel, a not-for-profit organization that works to rescue at-risk youth and impoverished elderly through strategic partnerships with other non-profits.
Athena Capital Advisors, which is headquartered in Lincoln, Massachusetts and has an office in New York City, has $5.5 billion in assets under management. The company offers institutional clients and high net worth families investment advisory and management, investment administration and reporting, external chief investment officer, and wealth planning services.