Athena Investment Group, Inc.
688 Lee Street
Des Plaines, Illinois 60016
847-299-8877
Age: 34
Title: Investment Advisor/Partner
Education: BA in psychology, University of New Hampshire; law degree, Pace University
Joined firm: January 2003
Advisors in firm: 6
Assets under management: $220 million (Daley, $70 million)
Compensation method: Fee-based asset management
Fee schedule: 1.50% for accounts up to $500,000
1.25% for $500,000 to $1 million
1% for $1 million to $4 million
0.75% (or negotiated) for more
than $4 million
Prior work experience: legal department of transfer agent; product manager, Fidelity Investments; attorney, law firm of Morgan Lewis; in-house counsel, LPL Financial
Outside interests: competes in marathons and triathlons
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