About Us
Atherton Consulting Group, LLC was founded for the purpose of helping investment management, wealth management and entrepreneurial ventures capture a clear and compelling vision, evaluate and choose a competitive strategy, implement decisively...
Executive coaching
Strategic Planning
Team development
Effective decision making
Investment process & philosophy
Jim Keene, CFA, MS is the Managing Director of Atherton Consulting Group, LLC. Jim has 25 years experience as a leader and portfolio manager...
Maria Potapov, CFA. is a Consultant with Atherton Consulting Group, LLC. Maria has 20 years of experience in strategy....