Cliff Athey
Portfolio Manager and Partner at Marathon Capital Management
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Marathon Capital Management | Portfolio Manager and Partner | Jul 2021 to Present | — |
| Marathon Capital Management | Senior Analyst and Portfolio Manager | Aug 2015 to Present | — |
| Wunderlich Securities | Sr VP - Institutional Sales | Aug 2011 to Jul 2015 | — |
| Avondale Partners LLC | VP - Institutional Equity Sales | Jul 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 Mason | Institutional Sales - Research Liaison | Apr 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