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Patrick R. Coleman
Performance/Database Analyst

Patrick Coleman
Mr. Coleman joined LCG in 2014 as a Performance/Database Analyst. His responsibilities at LCG include quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports. Patrick’s database responsibilities involve daily monitoring of LCG’s proprietary investment advisor websites, including quality assurance, user interface assistance, and coordination of data dissemination to the firm. Additionally, he assists with compliance issues, manager searches, and other projects.

He is a candidate for Level II of the Chartered Financial Analyst (“CFA”) Program.

Patrick graduated from The University of Georgia (“UGA”) with a B.B.A. in Finance. While in school, he was a member of Kappa Sigma Fraternity participating in fundraising and community service projects.

During college, Patrick interned at Consume Media responsible for creating revenue growth strategies and managing social media platforms. He also interned for Oberon Medical Solutions responsible for tracking expense reports, streamlining data verification as well as patient record keeping, and analyzing medical software usage.

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