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Cliff Athey

Cliff Athey

Portfolio Manager and Partner at Marathon Capital Management

Baltimore, MD , United States

About

Cliff Athey is a Partner and Portfolio Manager at Marathon Capital Management based in Hunt Valley, Maryland. In his current role, he leads investment strategy and portfolio management for a diverse range of institutional and individual clients, focusing on long-term value creation through disciplined asset selection and risk management. He joined Marathon in late 2015 after a decade of covering institutional money manager accounts for respected investment banks, adding deep market insight to the firm's advisory team.

Cliff specializes in equity and multi-asset portfolio construction, leveraging the firm's 'Growth at a Reasonable Price' philosophy to select high-quality investments for clients across sectors including U.S. equities and global markets. His clients include individuals, families, foundations, and institutional investors, where he provides tailored financial planning and asset management services.

He holds an M.B.A. from Georgetown University and a B.A. in Economics from The University of the South (Sewanee). Cliff's two decades in financial services with prior experience at Avondale Partners and Legg Mason have equipped him with a strong analytical foundation in security selection and portfolio risk analysis, earning him a reputation for fiduciary integrity and client-focused outcomes.

Career History

OrganizationRoleDate RangeDetails
Marathon Capital ManagementPortfolio Manager and PartnerJul 2021 to Present
Marathon Capital ManagementSenior Analyst and Portfolio ManagerAug 2015 to Present
Wunderlich SecuritiesSr VP - Institutional SalesAug 2011 to Jul 2015
Avondale Partners LLCVP - Institutional Equity SalesJul 2005 to Jun 2011
Lead sales coverage of California based institutional asset managers. Our client base is primarily equity investors with small and midcap mandates and total assets of at least $100 million.
Legg MasonInstitutional Sales - Research LiaisonApr 2001 to Jun 2003
Played a critical role in managing the flow of the firm's equity research through the insitutional sales and trading groups. Duties revolved primarily around the morning research call, intraday update...

Education

Georgetown University - The McDonough School of Business

MBA, Business Administration and Management, General

2003 2005

Sewanee-The University of the South

B.A., Economics

1996 2000