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Lambert Bunker

Mr. Bunker joined Athena in 2009 with more than 25 years of financial services experience and brings deep expertise in strategic planning and business transformation within the industry.

Prior to joining Athena, Mr. Bunker served as CMO for Primitive Logic, a premier systems integrator. From 1995 to 2006 Mr. Bunker held executive positions at Charles Schwab where he was instrumental in implementing Schwab’s fee-based asset management service Schwab Private Client. He was responsible for retail sales and marketing efforts including implementing multi-channel marketing campaigns and advisor tools. He also led online product development efforts including launching Schwab.com and Velocity. Prior to Schwab, he held leadership positions at Wells Fargo Bank and Bank of America in service, operations, and finance. Mr. Bunker started his career with The Crocker Bank as a Financial Analyst in 1985 and by 1987 he became Vice President of First Nationwide Bank.

Mr. Bunker holds a Bachelor’s Degree in Economics from the University of the Pacific and an MBA from Pepperdine University, The George L. Graziadio School of Business and Management. He is also an active board member with the Boys & Girls Clubs of Metro Denver.

Andrew C. Howard

Mr. Howard joined AthenaInvest in October 2006. Mr. Howard designed, developed and implemented the company’s patented stock and mutual fund research database. Mr. Howard is co-portfolio manager and research analyst on all Athena portfolios with his father C. Thomas Howard, PhD. Mr. Howard also provides oversight for all Athena portfolios across multiple models and platforms. Prior to joining Athena, Mr. Howard was a software development consultant to Fortune 500 firms.

Mr. Howard spent the first years of his career as a corporate financial analyst with Sony Online Entertainment, Leica Geosystems, and StorageTek. Mr. Howard earned his BS in Finance in 1999 from the Daniels College of Business at the University of Denver, where he was a Chancellor’s Scholar.

C. Thomas Howard, PhD

Dr. Howard oversees Athena’s ongoing research which has led to a number of patents, industry publications, and conference presentations. Dr. Howard is a Professor Emeritus at the Reiman School of Finance, Daniels College of Business, University of Denver where he taught courses and published articles for over 30 years in the areas of investment management and international finance.

Professor Howard’s thought leadership in Behavioral Portfolio Management has generated significant interest across the country with record downloads of his “Behavioral Portfolio Management” white paper and presentations at the Investment Management Consultants Association® (IMCA®) 2013 Annual Conference and Financial Advisor Magazine’s 4th Annual Innovative Alternatives Conference. Articles by Dr. Howard have been among the most widely read on sites such as AdvisorPerspectives.com, CFAInstitute.org, and FAmag.com.