Anne Marie Towle

Managing Partner, Private Client Services & Wealth Strategies at Athena Capital Advisors LLC

Anne Marie Towle

Anne Marie Towle

Managing Partner, Private Client Services & Wealth Strategies at Athena Capital Advisors LLC

Overview
Career Highlights

Athena Capital Advisors LLC

RelSci Relationships

354

Number of Boards

3

Number of Awards

3

Relationships
RelSci Relationships are individuals Anne Marie Towle likely has professional access to. A relationship does not necessarily indicate a personal connection.

Partner at Goulston & Storrs, P.C.

Relationship likelihood: Strong

Member (Attorney) at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Relationship likelihood: Strong

Partner at Steffensen, Fleming & Associates LLC

Relationship likelihood: Strong

Partner at Choate Hall & Stewart LLP

Relationship likelihood: Strong

Founder at Athena Capital Advisors LLC

Relationship likelihood: Strong

Managing Partner, Vice Chairman, General Counsel at Athena Capital Advisors LLC

Relationship likelihood: Strong

Partner at Holland & Knight LLP

Relationship likelihood: Strong

Chief Investment Officer at Cambridge Bancorp

Relationship likelihood: Strong

Former Director, Family Office Group at Rothstein, Kass & Co. LLC

Relationship likelihood: Strong

Member-Litigation Curriculum Advisory Committee at Massachusetts Continuing Legal Education, Inc.

Relationship likelihood: Strong

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Anne Marie Towle
Managing Partner, Private Client Services & Wealth Strategies at Athena Capital Advisors LLC
Education
BS in Accounting, magna cum laude

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

JD with Honors

Duke University School of Law (also known as Duke Law School or Duke Law) is the law school and a constituent academic unit of Duke University, Durham, North Carolina, United States. One of Duke's 10 schools and colleges, the School of Law began as the Trinity College School of Law in 1868.

Memberships
Member, Trusts and Estates Section
Current

The Boston Bar Association, which also goes by the acronym BBA, is a volunteer non-governmental organization in Boston, Massachusetts, United States. With headquarters located at 16 Beacon Street in the historic Chester Harding House, across from the Massachusetts State House on Beacon Hill, the BBA has roughly 10,000 members drawn from private practice, corporations, government agencies, legal aid organizations, the courts, and law schools. It traces its origins to meetings convened by John Adams, the lawyer who provided pro bono representation to the British soldiers prosecuted for the Boston Massacre and went on to become the second president of the United States. The Boston Bar Association's stated mission is: "To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large."

Career History
Managing Partner, Private Client Services & Wealth Strategies
2010 - Current

Athena provides access to investment strategies and techniques used by the largest and most sophisticated institutional investors. We seek to consistently generate superior risk-adjusted returns and serve as our clients Chief Investment Officer and investment staff. Our core values emphasize: EXCELLENCE Athena believes in a proactive, detailed and adaptive approach to investment management and client service. Athena does not chase alpha, but rather, seeks consistent progress towards long-term strategic goals. PASSION Athena's enthusiastic and dedicated staff strives to provide quality service, innovative portfolio management and practiced solutions that best fit the needs of each client. INTEGRITY Athena manges portfolios with the client's individual needs in mind, creating an authentic and customized solution, while acting with the highest ethics and professionalism. CARING Athena is a boutique firm that promotes a "family-like" atmosphere with the goal of providing an enduring legacy for our clients.

Professional
Prior

The Boston Bar Association, which also goes by the acronym BBA, is a volunteer non-governmental organization in Boston, Massachusetts, United States. With headquarters located at 16 Beacon Street in the historic Chester Harding House, across from the Massachusetts State House on Beacon Hill, the BBA has roughly 10,000 members drawn from private practice, corporations, government agencies, legal aid organizations, the courts, and law schools. It traces its origins to meetings convened by John Adams, the lawyer who provided pro bono representation to the British soldiers prosecuted for the Boston Massacre and went on to become the second president of the United States. The Boston Bar Association's stated mission is: "To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large."

Professional
Prior

Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA.

Boards & Committees
Member, Estate Planning & Administration Curriculum Advisory Committee
Current

MCLE—Massachusetts Continuing Legal Education, Inc.—is a nonprofit corporation organized pursuant to Chapter 180 of the Massachusetts General Laws and Section 501(c)(3) of the Internal Revenue Code. It is governed by a board of trustees and assisted by curriculum advisory committees addressing nine distinct areas of legal practice. Massachusetts Continuing Legal Education aims to keep raising the caliber of lawyers' professional and ethical service to their clients and communities, by providing comprehensive and practical continuing legal education of the highest quality to the broadest possible audience.

Member, Professional Advisors Committee
Prior - 2015

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

Co-Chair, Estate Planning Committee
Prior

The Boston Bar Association, which also goes by the acronym BBA, is a volunteer non-governmental organization in Boston, Massachusetts, United States. With headquarters located at 16 Beacon Street in the historic Chester Harding House, across from the Massachusetts State House on Beacon Hill, the BBA has roughly 10,000 members drawn from private practice, corporations, government agencies, legal aid organizations, the courts, and law schools. It traces its origins to meetings convened by John Adams, the lawyer who provided pro bono representation to the British soldiers prosecuted for the Boston Massacre and went on to become the second president of the United States. The Boston Bar Association's stated mission is: "To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large."

Transactions
Details Hidden

Athena Alpha Investors LP raised money in a private placement transaction

Awards & Honors
2007
Super Lawyers - New England Super Lawyer
2006
Super Lawyers - Massachusetts Super Lawyers
2006
Super Lawyers - Massachusetts Rising Star
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