Sun, Sep 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Family office Athena Capital opens New York branch

Tuesday, January 08, 2013

From Precy Dumlao, Opalesque Asia – Family office Athena Capital Advisors, has announced the opening of a New York City office and the hiring of Zung Nguyen to lead the new office.

This is the second location for Athena Capital Advisors, with headquarters located in Lincoln, MA. Lisette Cooper, Founder and CIO of Athena Capital Advisors said, "We are very excited to open our Manhattan office as well as to welcome Zung Nguyen to the Athena family. This new office will allow us to better serve our existing client base in the New York metropolitan area as well as to continue to grow and expand our wealth management and External CIO business nationally."

In a statement, Athena said Nguyen will be joining the firm as an executive wealth advisor and head of the firm’s New York City office. Nguyen has over 30 years of experience in global capital markets and relationship management. Over his career, his clients have included central banks, financial institutions, multi-national corporations, endowments, foundations, and ultra-high-net-worth families.

Prior to joining Athena, Nguyen was head of JP Morgan’s Private Wealth Management office on New York’s Upper East Side, covering corporate executives, major real estate families, privately held business owners and financial sponsors along with a select number of international clients. Before JP Morgan, Nguyen worked in a variety of positions in portfolio management......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. SEC charges 19 investment firms and one trader for breach of Rule 105[more]

    Benedicte Gravrand, Opalesque Geneva: The Securities and Exchange Commission (SEC) started a push to enhance the enforcement of Rule 105 of Regulation M last year to uncover hedge funds and private equity firms that have illegally participated in an offering of a stock after short selling it duri

  2. Fund managers, bullish on Europe, anticipate monetary policy separation of Fed and ECB[more]

    Komfie Manalo, Opalesque Asia: At least 202 fund managers with $556bn of assets under management said that while the European Central Bank (ECB) has eased its monetary policy that sent sentiments towards Europe to pick up, the Fed is expected to hike its rate in the spring of 2015. Investor

  3. Institutions - North Carolina workers call on state pension to dump up to $6bn in hedge funds, UK pension fund criticizes hedge fund fees[more]

    North Carolina workers call on state pension to dump up to $6bn in hedge funds From Forbes.com: The State Employees Association of North Carolina this afternoon called on state Treasurer Janet Cowell to withdraw all investments in hedge funds, which appear to amount to approximately $6 b

  4. News Briefs - Limited partners of investment managers may be subject to self-employment taxes, Just one week left until NYC's Rocktoberfest[more]

    Limited partners of investment managers may be subject to self-employment taxes On September 5, 2014, the Internal Revenue Service (“IRS”) issued Chief Counsel Advice 201436049, concluding that members of an investment manager were subject to self-employment taxes with respect to their e

  5. Institutions - Adviser's faith in hedge funds unshaken by CalPERS' move Advisers weigh in on CalPERS’ decision, Gina Raimondo sees no reason to follow California’s lead, exit hedge funds, Danish pension funds step up 'alternative investments'[more]

    Adviser's faith in hedge funds unshaken by CalPERS' move From WSJ.com: Financial advisers who use hedge funds in their clients' portfolios say they aren't rethinking that approach after a huge California pension fund announced plans to exit the hedge-fund market. The decision by the Cali