Lisette Cooper Net Worth

Lisette Cooper has over 14 years of experience as an investment strategist. She works for Fiduciary Trust International LLC as part of their advisory team and specializes in impact investing, risk management, quantitative investment management, outsourced chief Investment Officer services (OCIO), family office support services as well as endowment investing styles such as endowment investing. Lisette holds both her CFA charterholder certification as well as bachelor and PhD degrees from Wesleyan University and Harvard University respectively.

Lisette is an avid meditation practitioner and serves on the boards for Garrison Institute and Boston Youth Sanctuary. She takes an interest in social justice issues and has worked to bring contemplative practice into major institutions like education and healthcare.

She possesses an eclectic set of skills and interests that makes her a highly sought-after advisor. Known for her ability to understand complex issues, communicate clearly, and develop effective strategies; in addition, she displays empathy and compassion towards her clients, passionately striving to empower women, children, and minorities reach their full potential through education and leadership.

In 2022, she was honored as one of Worth Magazine’s “50 Women Changing the World.” Athena Capital Advisors LLC is a nationally recognized wealth manager that manages more than $6B in assets under management, offering solutions for both private and institutional investors to invest in impact investments while leading the field with groundbreaking solutions such as impact investing. Athena’s CEO has frequently appeared on national television programs including CNBC and Bloomberg as a commentator on investment strategy.

Athena Capital was established in 1993 to bring sophisticated asset allocation techniques within reach of individual investors and mainstream individual investors alike. By using methods typically only accessible to large institutions, Athena enables clients to manage diverse multi-asset class portfolios using methods once available only there. As one of the pioneers in ESG/sustainable investing strategies and one of the first to launch a robo-advisor service.

Fiduciary Trust Company International of New York City recently acquired it to expand their national reach. Fiduciary Trust’s acquisition of Athena Capital will bring its total assets under management to $25 billion. Terms of the transaction were not made public; Lisette Cooper will remain vice chairman at Athena and remain based out of Lincoln, Massachusetts. She will remain responsible for overseeing investments and client service in New England region of Fiduciary Trust International team to expand business in this region; acquisition is anticipated to close during second quarter 2023.