IN THE NEWS

Lisette Cooper: Randomness, Rocks, and Wealth

12.19.2016

LISETTE COOPER PROFILED IN PRIVATE WEALTH COVER STORY

As part of its Winter 2017 cover story, Private Wealth featured Lisette Cooper in a profile that detailed the path that led to both her founding of Athena Capital Advisors and the direction of the firm during its nearly 25-year history.

Private Wealth Reporter Eric Rasmussen highlighted Dr. Cooper’s transition from science to finance during graduate school, further noting that following stretches at Merrill Lynch and Barra, she launched Athena Capital in 1993. The article also detailed an earlier venture spearheaded by Cooper, Thinking Investments, a VC-backed predecessor to today’s robo-advisors that ultimately proved to be ahead of its time.

The article delves into how Dr. Cooper progressed her firm over time, building upon its quantitative roots and risk management orientation to become a leader in the burgeoning impact investment segment.

“The other thing you find out when you’ve been an entrepreneur for a long time is that businesses do change and evolve,” Dr. Cooper told the Rasmussen. “There are certain things that are interesting and important that are growth areas at one time that become your bread and butter. Then you find something new that’s a big growth area.”

Read the full article at Private Wealth.

TRUST & ESTATE PLANNING

Key Tax Strategies for 2017

12.23.2016 Craig Richards, CPA/PFS, CFP

Tax changes could be significant under new laws. Important steps you can take now to prepare.

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