Nguyen has been appointed as an executive wealth advisor and the head of the firm’s New York City office.
Nguyen is a veteran having over 30 years of experience in global capital markets and relationship management. His clients have included central banks, financial institutions, multi-national corporations, endowments, foundations, and UHNW families.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Prior to joining Athena, Nguyen was the head of JP Morgan’s Private Wealth Management office on New York’s Upper East Side, covering corporate executives, major real estate families, privately held business owners and financial sponsors along with a select number of international clients.
Before JP Morgan, he had worked in a variety of positions in portfolio management and capital markets with the Federal Home Loan Bank, ING-Barings and American Century Investments.
Commenting on the move, Lisette Cooper, founder and CIO of Athena Capital Advisors, said: "We are very excited to open our Manhattan office as well as to welcome Zung Nguyen to the Athena family. This new office will allow us to better serve our existing client base in the New York metropolitan area as well as to continue to grow and expand our wealth management and External CIO business nationally."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
