Profile
Ms. Athena Yang is a Junior Portfolio Manager at Lenox Wealth Advisors, Inc. She is responsible for trading client portfolios, reviewing clients' asset allocations, market/security research, and conducting manager due diligence.
Her role is to help clients meet their risk and return objectives by maintaining proper asset allocation targets with portfolios.
Ms. Yang joined the Lenox Wealth Advisors team after working in Analyst roles with Lehman Brothers and Sirios Capital.
She holds a Bachelor's in Business Administration from the University of Texas Austin, and earned her MBA from The Wharton School.
Former positions of Athena Yang
| Companies | Position | End |
|---|---|---|
Lenox Wealth Advisors LLC
 Lenox Wealth Advisors LLC Investment ManagersFinance Lenox Wealth Advisors, Inc. (LWA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of LWA Holdings LLC, ultimately held by NFP Holdings LLC. LWA offers investment and financial planning advice to individuals, families, trusts, not-for-profit organizations, and corporate/entity clients. | Analyst-Equity | 2021-03-31 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Sirios Capital Management LP
 Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Corporate Officer/Principal | - |
Training of Athena Yang
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
| University of Texas at Austin Graduate School | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Sirios Capital Management LP
Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Finance |
Lenox Wealth Advisors LLC
Lenox Wealth Advisors LLC Investment ManagersFinance Lenox Wealth Advisors, Inc. (LWA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of LWA Holdings LLC, ultimately held by NFP Holdings LLC. LWA offers investment and financial planning advice to individuals, families, trusts, not-for-profit organizations, and corporate/entity clients. | Finance |
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