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...
Services
 
Executive coaching
 
Strategic Planning
 
Team development
 
Effective decision making
 
Investment process & philosophy
 
 
Team
 
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....