Announced
Completed
Synopsis
Fiduciary Trust Company, a global wealth management firm, completed the acquisition of Athena Capital Advisors, a privately-owned registered investment advisor. Financial terms were not disclosed. "Lisette and her team have been pioneers in the fields of impact investing and quantitative investment management, and the due diligence, investment research, and manager selection methodologies they have developed in these areas will strengthen the advisory services we provide across our organization. The combination of our firms will enhance the experience we can deliver to high-net-worth and ultra-high-net-worth clients across the country," John M. Dowd, Fiduciary Trust Company International CEO.
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