Founded in January 2014, Athena Advisors LLC is built on a foundation of over 75 years of combined business and professional experience of its two principals and supported by the twin pillars of Integrity and Independence.
Athena Advisors LLC offers clients independent advisory services based on the combined experience of two highly successful individuals with different but complementary business and professional backgrounds. They have worked together informally on many business and professional projects over the years. Through Athena Advisors, they joined forces formally to offer a range of professional services. They work together or separately and, where appropriate, in collaboration with other individuals or firms.
Lisa L. Troe, throughout her over 35 years of business and professional experience, has achieved superior results for clients. In addition to serving clients, Ms. Troe is a public company director. She brings to each professional endeavor her client-described “gold standard” integrity; sound judgment; mature and calm professionalism; intuitive yet critical thinking; outstanding communication, collaboration and relationship skills; and steadfast focus on overall strategies and objectives to advance business success.
Ms. Troe brings to every professional engagement the judgment, knowledge and skills gained in serving as a Director for public and private companies; in assisting with technical expertise in the representation of corporations, boards of directors, and executives as a Senior Managing Director at international business advisory firms; in investigating and supervising enforcement actions as a Branch Chief and the regional chief enforcement accountant in the Division of Enforcement of the U.S. Securities and Exchange Commission’s (SEC) Pacific regional office; in auditing business enterprises at a Big Four public accounting firm; and in serving in accounting and financial positions at public and private companies. This experience informs the strategies she develops and tactics she employs on behalf of clients and investors.
Ms. Troe is a licensed Certified Public Accountant, credentialed National Association of Corporate Directors (NACD) Board Leadership Fellow, completed the NACD Cyber-Risk Oversight Program, and holds a CERT Certificate in Cybersecurity Oversight issued by the Software Engineering Institute of Carnegie Mellon University. She is a member of the American Institute of CPAs, NACD, Women Corporate Directors, Association of Securities and Exchange Commission Alumni, is an associate member of the American Bar Association (ABA), and speaks periodically for accounting, director and legal professional organizations. Ms. Troe has been recognized as a top global forensic accountant by Who’s Who Legal, the independent research partner of ABA Section of International Law and of International Bar Association, for six consecutive years, and was awarded the SEC Chairman’s Award for Excellence. See Experience for further information.
Charles H. (Chuck) Troe has achieved superior results for clients and has maintained an outstanding reputation for Integrity and Independence. He applies the skills, knowledge and wisdom gained from his extensive professional experience to optimize business success for his clients. Mr. Troe has served on numerous boards of directors. Before co-founding Athena Advisors LLC, he spent 20 years as a senior officer or principal of regional boutique investment banking firms including Barrington Associates, and 21 years as an attorney at major law firms including Mayer Brown LLP.
Mr. Troe’s transactional experience is extremely broad, including mergers and acquisitions, corporate and commercial finance, private equity and venture capital, public and private securities offerings, real estate and oil and gas syndication, partnerships and joint ventures, distress situations and bankruptcy. His industry experience is very broad, ranging from retail distribution through extractive industries to esoteric biotechnology. Mr. Troe has special expertise in medical devices, oil and gas, and real estate.
Mr. Troe holds a B.B.A. from the University of Iowa and a J.D. from the University of Chicago Law School.
See Experience for further information.