Our Team

All Consultants are Research Analysts.  We concentrate on research and client service.  Led by LCG’s Senior Consultants, our 40 Analysts conduct deep, thorough research.  We firmly believe this makes us better Consultants as we are actively involved in research, from capital markets through all types of investment strategies and managers, including alternative investments.  LCG is comprised of an extremely talented group of individuals. The key to our success has been and will continue to be building the firm with qualified people who thrive in a team environment.

Edward F. Johnson >

President and Chief Executive Officer / Principal

Atlanta

Edward F. Johnson

President and Chief Executive Officer / Principal

Mr. Johnson joined LCG in 1989.  He is President and Chief Executive Officer as well as Chairman of the Board of Directors.  In addition to overseeing the firm’s strategy, client satisfaction, and growth, Ed works with several major corporate, foundation, family office, and educational clients.  Taking a heavily involved role in manager due diligence and alternative asset class research, he also chairs the Investment Committee and serves on the Risk Management Committee.

Ed has been Chief Executive Officer since 2004 when the Board of Directors elected to expand his responsibilities.  In 2001, the Board appointed him as President. Ed moved to Georgia to become LCG’s Atlanta Practice Leader in 1993.  Prior to joining LCG, Ed was President of a Dallas-based commercial real estate investment firm.

He has held leadership roles in several community organizations.  Currently, Ed serves on the Investment Committee of Cistercian Preparatory School in Irving, Texas and the Board of Trustees of Cristo Rey Atlanta Jesuit High School.

Ed earned a B.A. in Economics from the University of Notre Dame and studied international economics at the University of Notre Dame in London, England.  

John W. Burgin >

CPA

CFO / Principal

Atlanta

John W. Burgin

CFO / Principal

Mr. Burgin joined LCG in 1982 and is the Chief Financial Officer.  He also is on the Board of Directors and serves as the Secretary/Treasurer. His responsibilities include directing the Firm’s financial functions and assisting with LCG’s compliance programs.  Previously, John worked as an Audit Senior for Fox & Company (now Grant Thornton), a national public accounting firm.  Later, he was employed by ENSERCH Corporation (now TXU) as a Senior Auditor in the Internal Audit Department and promoted to Manager of Corporate Accounting.

John graduated with honors from Texas A&M University – Commerce in 1976 with a B.B.A degree.  He received his Certified Public Accountant (“CPA”) designation in 1978 and is a member of the American Institute of CPAs.

James J. Challen >

CFA, CAIA

Senior Vice President / Principal

Atlanta

James J. Challen

Senior Vice President / Principal

Mr. Challen joined LCG Associates in 2009 and is a Senior Vice President.  His client relationships include corporations, utilities, endowments, and foundations.  In addition to lead consultant responsibilities, James conducts capital market and asset class research, investment manager due diligence, and special topical studies.

Before joining LCG, James was with Morgan Keegan & Company as First Vice President of the Manager Due Diligence Group.  He was responsible for managing a team that made investment recommendations for institutional and private clients.  Concurrently, James was a Portfolio Manager for Morgan Keegan & Company’s Private Client Discretionary Program.  He previously held several positions with Morgan Keegan & Company including Research Specialist and Research Associate.  James began his career as a Financial Analyst at Remtech Services Inc.

James is a CFA charterholder and a member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder.  James graduated with a B.S. in Finance from the Leeds School of Business at the University of Colorado.

Anthony M. Daniel, Jr. >

CFA

Senior Vice President / Principal

Atlanta

Anthony M. Daniel, Jr.

Senior Vice President / Principal

Mr. Daniel joined LCG Associates in 1998. At LCG, Tony is a member of the Board of Directors.  He serves as a team leader consulting to a number of corporate, non-profit and healthcare client relationships.

Previously, he was a Consultant within the Asset Consulting Group at Towers Perrin in Atlanta.  There, he was responsible for investment management research, including qualitative and quantitative analysis of investment management organizations and investment related issues.  Prior to that, Tony was a Consultant with Highland Associates in Birmingham, Alabama.  Mr. Daniel began his career with Smith Barney as an Analyst.

Tony received a B.S. degree in Finance from Birmingham Southern College.  He is a CFA charterholder.  Additionally, Tony is a member of the CFA Institute and CFA Society of Atlanta.

David R. Emerson >

CFA, CAIA

Senior Vice President / Principal

Seattle

David R. Emerson

Senior Vice President / Principal

Mr. Emerson joined LCG Associates in 2003. His responsibilities include lead client relationships with utilities, healthcare organizations, endowments and foundations.  David also conducts capital market and asset class research as well as investment manager due diligence.

David also serves on LCG’s team focused on Nuclear Decommissioning Trusts (NDTs), which has developed proprietary modeling software that demonstrates the effects of different capital market, tax rate, and spending assumptions.  David actively participates in NDT conferences and industry groups and has helped refine LCG’s modeling capabilities in the ever-changing world of NDTs.

Prior to joining LCG, David worked for seven years in the investment consulting industry in a variety of roles from manager research to Consultant.  David is a CFA charterholder. He is an active member of the CFA Institute and CFA Society Seattle.  He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. David holds an M.B.A. in Finance from the Smith School of Business at the University of Maryland. He graduated from the University of Michigan with an A.B. in Political Science. In his free time, he enjoys woodworking and golf.

Brian J. Falco >

Senior Vice President / Principal

Dallas

Brian J. Falco

Senior Vice President / Principal

Mr. Falco joined LCG Associates in 1996. He is a member of the Board of Directors and serves on the Risk Management Committee, Investment Committee, and Benefits Committee.  His responsibilities include lead client relationships with foundations, endowments, family offices and corporations with both domestic and international representation.

Brian began his career with Harris Trust and Savings Bank in Chicago and then entered the investment consulting industry with SEI Capital Resources, also in Chicago. Before joining LCG, Brian spent five years as a Consultant with Mercer Investment Consulting, Inc. in Dallas where his clients included public funds, foundations, endowments and corporations.

Brian holds a Master of Science in Finance from Northeastern University.  He earned a Bachelor of Science degree in Financial Management from Clemson University and is an active member of the Clemson Alumni Association.  He also pursued graduate studies at Loyola University in Chicago.

Brian currently resides in Lucas, TX with his wife, Fran, and their three sons.

Scott M. Freeman >

Senior Vice President / Principal

Dallas

Scott M. Freeman

Senior Vice President / Principal

Mr. Freeman joined LCG in 1990.  He is a Senior Vice President and Principal in LCG’s Dallas, Texas office.  Scott is a member of the Board of Directors and serves on the Investment and Risk Management Committees.  He also consults to several of the firm’s largest clients including healthcare organizations, foundations, university endowments, and corporations.  In addition to lead consultant responsibilities, he serves as the Healthcare Team Leader and conducts capital market and manager research.

Scott has over thirty-one years of finance and investment experience, the past twenty-seven with LCG.  Before joining LCG, he held other positions in the investment industry.

Scott earned a B.B.A. in Accounting from the University of Notre Dame.  Scott and his wife, Cindy, have seven children.

Michael T. Lubin >

CFA

Senior Vice President / Principal

Atlanta

Michael T. Lubin

Senior Vice President / Principal

Mr. Lubin joined LCG in 1996 and is a member of the Board of Directors. He also is a member of the Risk Management Committee, Investment Committee, and Benefits Committee. At LCG, Michael is responsible for multiple client relationships including investment platforms, corporations, pension plans as well as endowments / foundations. Additionally, he is a leader in LCG’s manager research and analytical software development. Previously, Michael worked at Barrow, Hanley, Mewhinney & Strauss, Inc. and Mercer Investment Consulting.

Michael is a CFA charterholder. He is an active member of the CFA Institute and CFA Society of Atlanta. Michael earned an M.B.A. from Emory University. He graduated magna cum laude from Southern Methodist University (“SMU”) with a B.B.A. in Finance. During his time at SMU, Michael studied at Kansai Gakuin University in Japan.

James C. (Cam) McElroy >

CFA, CAIA

Senior Vice President / Principal

Atlanta

James C. (Cam) McElroy

Senior Vice President / Principal

Mr. McElroy joined LCG Associates in 2009 and is a Senior Vice President. His client relationships include family offices, foundations, endowments, and investment platforms.  In addition to lead consultant responsibilities, Cam conducts capital market and asset class research, investment manager due diligence, and special topical studies.

Cam previously served as a Relationship Manager with Atlantic Trust Private Wealth Management, where he was responsible for advising, constructing and maintaining customized investment solutions for high-net-worth families, foundations and endowments. Also during his tenure with Atlantic Trust, he gained valuable experience trading equities, designing performance reports, assuring firm compliance with regulators and evaluating investment managers in both traditional and alternative asset classes. Cam began his career as a Junior Financial Analyst with Farr, Miller & Washington in Washington, DC.

Cam is a CFA charterholder and a member of the CFA Society of Atlanta.  He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. Cam holds a B.A. in English from Vanderbilt University.

David D. Ritter >

CFA

Senior Vice President / Principal

Atlanta

David D. Ritter

Senior Vice President / Principal

Mr. Ritter joined LCG Associates in 1997 and is a member of the Board of Directors. He also serves as the Chairman of the Risk Management Committee and is a member of the Investment Committee as well as the Marketing Committee.  David’s clients include educational endowments, foundations, other non-profit organizations, and healthcare systems.  In addition to lead consulting responsibilities, he conducts capital market and asset class research, investment manager due diligence, and special topical studies.

Previously, David was Assistant Vice President within the Investment Management Group of JP Morgan Chase Bank in Dallas.  There, he was responsible for consulting with institutional clients on investment policy, asset allocation, manager selection and due-diligence, performance attribution and evaluation, and other investment related issues.  Prior to that, David was a Consultant with William M. Mercer Investment Consulting, Inc. in Dallas.  His investment career began with Fidelity Investments as a Retirement Representative.

David earned a BBA in Finance, with a concentration in investments, from Texas A&M University.  He is a CFA charterholder and an active member of the CFA Institute and CFA Society of Atlanta.

Frederick A. Stewart >

Senior Vice President

Atlanta

Frederick A. Stewart

Senior Vice President

Mr. Stewart joined LCG in 2014 and is a Senior Vice President.  His responsibilities include serving as the Firm’s Defined Contribution Practice Leader.  Fred also conducts capital market and asset class research as well as investment manager due diligence.

Prior to joining LCG, Fred was a Managing Director for the Southeast Region at Portfolio Evaluations, Inc.  He was responsible for starting and growing the firm’s Atlanta office.  Before that, Fred was Vice President of the Institutional Consulting Group with UBS and a member of the Defined Contribution Advisory Board.  Fred has also worked in many diverse organizations, namely the mutual fund, insurance, and banking industries.

Fred graduated from Eastern Kentucky University with a B.S. in Industrial Psychology and a minor in Business.  He has also been awarded the Certified Employee Benefit Specialist (CEBS) professional designation.

Amber N. Stiles, J.D. >

Chief Compliance Officer

Atlanta

Amber N. Stiles, J.D.

Chief Compliance Officer

Mrs. Stiles joined LCG in 2007 and is the Chief Compliance Officer.  She also is a member of the Board of Directors.  Amber’s responsibilities include the overall administration of the compliance function along with managing and directing LCG’s compliance program, including operational due diligence on investment managers.

Amber is a member of the Georgia Bar. She obtained her Juris Doctor (J.D.) from the University of Georgia (“UGA”) and was the Secretary for the Black Law Students Association during her second year.  Amber interned at the Western Judicial Circuit Public Defender’s Office while in law school and was responsible for gathering evidence, locating witnesses, taking statements, and preparing memoranda as well as other legal documents.

Before pursuing her law degree, Amber graduated cum laude with a B.A. in Psychology and a minor in Spanish from Spelman College. During her time at Spelman College, she was a member of Psi Chi, the Psychology National Honor Society; Alpha Lambda Delta, National Honor Society for First Year Students; and Golden Key International Honour Society. Amber also volunteered with the Boys and Girls Clubs of America as a mentor as well as aided with after school homework and activities.

William L. Eckman >

CFA

Vice President, Senior Consultant

Atlanta

William L. Eckman

Vice President, Senior Consultant

Mr. Eckman joined LCG in 2017 and is Vice President, Senior Consultant.  His client relationships include foundations, healthcare organizations, family offices, and corporations.  In addition to lead consultant responsibilities, Larry conducts capital market and asset class research, investment manager due diligence, and special topical studies.

Previously, Larry was Senior Vice President at Segal Marco Advisors (formerly Segal Rogerscasey and Rogerscasey).  His responsibilities included consulting, client relationship management, and new business development.  Before that, he was a Senior Consultant at SEI Investments and a Consultant with The Watson Wyatt Company (now Willis Towers Watson).

Larry is a CFA charterholder.  He is an active member of the CFA Institute and CFA Society of Atlanta.  Larry earned an M.B.A. in Finance from Florida International University. He graduated from the University of Tennessee with a B.A. in Commercial Design.

Catharine C. Burkett >

Vice President, Director of Private Investments

Atlanta

Catharine C. Burkett

Vice President, Director of Private Investments

Ms. Burkett joined LCG in 2013 and is the Vice President, Director of Private Investments.  Her responsibilities include private investments research as well as due diligence and collaborating with clients to implement their private investment allocations.

Prior to joining LCG, Catharine was a founding Co-Director of Alternative Investments for the Retirement Systems of the State of Georgia.  In that capacity, she led and created the initial private equity investment infrastructure.  Previously, Catharine was a Principal at Camden Partners, which she joined to build out Camden Private Capital as a diversified private equity fund of funds..

Before working at Camden, Catharine was Director of Private Investments at Spider Management Company, the University of Richmond, where she managed the University’s portfolio of investment funds for real assets as well as venture capital and private equity funds.

During the 1990s, Catharine held positions at the Sherman Fairchild Foundation, The Overseas Private Investment Company, Duke University Management Company, CIT Equity Investments, and Rogers Casey & Associates (now Segal Rogerscasey).  She started her career at The Hillman Company, Pittsburgh.

Catharine has a BA from Queens College, Charlotte, N.C. and an MBA from Xavier University, Cincinnati, O.H.  She has served on the Board of Advisors for a number of private equity and venture capital funds and is currently serving on the Board of Advisors for The Alliance Theatre.

Lauren M. Cangelosi >

Vice President, Marketing

Atlanta

Lauren M. Cangelosi

Vice President, Marketing

Ms. Cangelosi joined LCG in 2001 and is Vice President, Marketing. Her role is to lead the corporate communication, business development, and marketing efforts. She began her career at LCG as a Marketing Analyst.

Lauren obtained an MBA from the University of Georgia’s Terry College of Business in Atlanta.  She is a member of The Honor Society of Phi Kappa Phi.  Lauren graduated cum laude from Saint Mary’s College with a B.B.A. in Finance and Marketing.  She studied in Rome, Italy for a year and was involved in a variety of campus activities.  Lauren was awarded the Outstanding Achievement Award for Marketing and was inducted into the Financial Management Association’s Honor Society.

Lauren has served on the Board of Directors for the American Marketing Association’s Atlanta Chapter and Saint Mary’s College Alumnae Club as well as UGA’s Professional MBA Alumni Board.  She enjoys traveling and playing golf in her free time.

Claire P. Chotiner >

CFA, CAIA

Vice President

Atlanta

Claire P. Chotiner

Vice President

Ms. Chotiner joined LCG in 2007 and is a Vice President.  She is responsible for managing LCG’s Investment Analyst Program, which teaches and develops the analysts’ investment skills.  Claire works with several clients in addition to conducting manager due diligence and research, in-depth analyses, and special projects.  She is Chair of the Technology Committee.  Prior to serving in this role, Claire solely focused on client consulting.  She started her career with LCG as an Investment Analyst.

Claire was previously with Donaldson & Co. as a Client Service / Marketing Representative.  She was responsible for providing client service for the Midwest and East Coast as well as developing new business opportunities.  Before that role, Claire was a Sales Assistant at Donaldson & Co. where she supported the sales team through researching prospects, writing requests for proposals, and working on various projects.  Claire began her career at Donaldson & Co. as a Reconciliation Representative.

Claire is a CFA charterholder and a member of the CFA Society of Atlanta.  She is also a Chartered Alternative Investment Analyst (“CAIA”) Charterholder.  Claire graduated magna cum laude from the Terry College of Business at the University of Georgia with a B.B.A.

Katalin Egyed >

CFA, CAIA

Vice President

Atlanta

Katalin Egyed

Vice President

Ms. Egyed joined LCG Associates in 2000 and is a Vice President.  Her responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients.  Before solely focusing on client consulting, Katalin established and oversaw LCG’s Investment Analyst Program from 2004 to 2012 while working with a limited number of clients.  She began her career at LCG as an Investment Analyst.

Katalin is CFA charterholder and is a member of the CFA Society of Atlanta.  She is also a Chartered Alternative Investment Analyst (CAIA) Charterholder.

Katalin earned a BS in Finance at Canisius College (summa cum laude).  She is also fluent in Hungarian.

Eric T. Huff >

CFA, CAIA

Vice President, Manager Research

Atlanta

Eric T. Huff

Vice President, Manager Research

Mr. Huff joined LCG in 2006 and is Vice President, Manager Research. He directs the effort on sourcing investment strategies and conducting qualitative as well as quantitative manager due diligence. He covers traditional and alternative asset classes. Eric also assists with asset allocation modeling and capital market research. In addition, he works with several clients. Eric joined LCG as a Consultant.

Eric was previously with Hewitt Investment Group as a Senior Investment Analyst.  He was responsible for providing investment education, conducting qualitative and quantitative due diligence with a focus on private real estate investments, and analyzing performance.  Eric started his career as a Business Analyst for Hewitt.

He is a CFA charterholder, and an active member of the CFA Institute and CFA Society of Atlanta.  He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder.

Eric graduated from the University of Georgia (“UGA”) with a B.B.A. in Finance.  He was on the Dean’s List several times.  While at UGA, Eric was an active member of the Delta Sigma Pi business fraternity and served as class Treasurer.  In his free time, he enjoys sports, such as basketball and golf.

Adam J. Laubacker >

CAIA

Vice President

Atlanta

Adam J. Laubacker

Vice President

Mr. Laubacker joined LCG Associates in 2000 and is a Vice President. His responsibilities include the delivery of investment related services, investment strategy, manager due diligence and searches and other customized projects for LCG clients.  He began his career at LCG as an Investment Analyst.

Adam is a Chartered Alternative Investment Analyst (CAIA) Charterholder.

He earned a B.B.A. in Finance at the University of Notre Dame.  Adam made the Dean’s List multiple times.  He was also a recipient of the Notre Dame Scholar Award and the Wendy’s Heisman Scholar Athlete-Award.  Adam was a member of the Notre Dame Council on International Business, Investment Club and Finance Club.

During college, Adam interned at William M. Mercer (now Mercer) as a Defined Contribution Analyst.  He was responsible for analyzing mutual funds and writing commentary.

Peggy D. Madden >

Vice President, Client Performance and Reporting

Atlanta

Peggy D. Madden

Vice President, Client Performance and Reporting

Ms. Madden joined LCG in 1986 and has served in several capacities.  Currently, she is Vice President of Client Performance and Reporting. Along with another team member, Peggy manages a staff of Performance and Database Analysts.  One of her responsibilities is the management of the client portfolio accounting system, which includes development, implementation, and quality control of client performance as well as reporting procedures.

She also oversees the Product Data Request system (“PDR”), a separate account manager database and industry index database, where her responsibilities include coordination of the collection of monthly performance and characteristics from advisors and index data vendors.  Additionally, Peggy coordinates the Client Account Data Request (“CADR”) database where she oversees the collection of LCG client account quarterly performance and characteristics from LCG client advisors. Other positions Peggy has held at LCG include Supervisor of the Data Department, Manager Database Coordinator, and Performance Analyst.

Previously, Peggy served as Controller and Administrative Director for Automated Products, Inc.  In 1983, she became Regional Controller and Administrative Director for USF&G Financial Services, a joint venture of USF&G Corporation, prior to joining LCG.

Peggy earned a B.S. in Finance from the Robinson School of Business at Georgia State University.  She is an Atlanta native where she lives with her husband and their three sons.

Jared L. Shope >

Vice President, Quantitative Analysis / Principal

Atlanta

Jared L. Shope

Vice President, Quantitative Analysis / Principal

Mr. Shope joined LCG Associates in 1987 and is Vice President of Quantitative Analysis.  His responsibilities include researching investments; developing and enhancing LCG’s proprietary analytics; and maintaining and upgrading LCG’s computer systems.  He also works with LCG’s other department heads to create and automate new processes.

Prior to joining LCG, he was an officer at USF&G where he led the Management Information Systems department with a team of 50 programmers and analysts.  Before working at USF&G, Jared was VP of Technology and a Principal at Automated Products, Inc. where he was part of the team that developed one of the first microcomputer based systems for managing an independent insurance agency.  The system exceeded $1 million in sales during its first year.  Jared also worked in information technology at Agency Management Systems.

Mr. Shope received a B.S. in Information and Computer Science from the Georgia Institute of Technology (“Georgia Tech”) in Atlanta, Georgia.  He is a member of the CFA Institute and CFA Society of Atlanta.  When not at work, Jared enjoys attending Georgia Tech athletic events with his wife, Jinny, and spending time with his two daughters and their families.

Mark A. Blosser >

Senior Performance Analyst

Atlanta

Mark A. Blosser

Senior Performance Analyst

Mr. Blosser joined LCG in 2013 and is a Senior Performance 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.  Mark started with LCG as a Performance Analyst.

He graduated from The University of Georgia with a B.B.A. in Banking and Finance.  Mark was on the Dean’s list and received HOPE as well as Vocational scholarships.

While in college, Mark served as the Controller of Fletcher Motor Sports where he was responsible for managing the financial and accounting reporting activities.  He also was a Summer Associate at Robert W. Baird & Co.   His responsibilities included performing cost based analysis and portfolio comparisons as well as assisting the Certified Financial Planners with daily operations and projects.

Karin B. Booher >

CPA

Contoller

Atlanta

Karin B. Booher

Contoller

Ms. Booher joined LCG Associates in 2009 and is the Controller.  She is responsible for the accounting operations of the Company including establishing and maintaining financial policies, procedures, controls, and reporting systems.  Karin reports to the Chief Financial Officer.  She started with LCG as a Senior Accountant.

Before joining LCG, Karin was a Senior Accountant at Brand Properties. Her responsibilities included assisting with daily operational accounting functions, preparing monthly bank reconciliations, managing cash balances, and administering vendor set-up. Karin started her career at Faucett, Taylor & Associates, a certified public accounting firm, as a Senior Staff Auditor. In that role, she was responsible for performing audits, compilations and review for real estate, renting, and leasing companies.

Karin received her Certified Public Accountant (“CPA”) designation in 2013.  She graduated from Kennesaw State University with a B.B.A. in Accounting.

Zach L. Brummet >

CFA, CAIA

Investment Analyst

Atlanta

Zach L. Brummet

Investment Analyst

Mr. Brumett joined LCG in 2014 and is an Investment Analyst.  His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

Previously, Zach was an Investment Analyst at RVK, Inc. and was responsible for providing support in conducting asset allocation studies, structure studies, performance reports, and other projects as needed.  He also led the Capital Markets Research and Alt Invest Task Forces in creating capital markets commentary and evaluating private equity managers, respectively.

Zach is a CFA charterholder and is a member of the CFA Society of Atlanta.  He is also a Chartered Alternative Investment Analyst (“CAIA”) Charterholder.  Zach graduated summa cum laude from The University of Tennessee (“UT”) with a B.S. in Finance and served on the UT Young Alumni Council.

Patrick R. Coleman >

Performance/Database Analyst

Atlanta

Patrick R. Coleman

Performance/Database Analyst

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.

Taylor L. Covey >

CAIA

Consultant

Atlanta

Taylor L. Covey

Consultant

Mr. Covey joined LCG in 2007 and is a Consultant.  His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. Taylor started his career as an Investment Analyst at LCG.

He is a Chartered Alternative Investment Analyst (CAIA) Charterholder.  Taylor graduated from the University of Tennessee with a B.S. in Finance where he was on the Dean’s List several times.  He also received the Sigma Phi Epsilon Academic Scholarship multiple semesters.  As a Sigma Phi Epsilon Fraternity member, Taylor volunteered for various fundraising projects such as the March of Dimes and Ronald McDonald House.

Taylor resides in Atlanta with his wife Ashley. They are involved with their church, Christian Church Buckhead, and lead the Midtown community group. In addition, they are active in their local community and with the UT Alumni Club of Atlanta.

Cynthia K. Dempsey >

CFA, CPA

Manager of Opperational Due Diligance

Atlanta

Cynthia K. Dempsey

Manager of Opperational Due Diligance

Ms. Dempsey joined LCG in 2016 and is a Manager of Operational Due Diligence.  Her responsibilities include conducting initial and on-going operational due diligence on alternative investment managers to analyze, review, and monitor fund operational processes and risk.  This includes performing operational due diligence meetings both in-house and on-site.

Previously, Cynthia was a Partner, Director of Investor Relations at Bay Point Advisors, LLC responsible for leading the marketing and sales activities, including developing new client relationships, creating marketing materials, and positioning of the product’s strategy.  Prior to working at Bay Point Advisors, Cynthia was a Senior Portfolio Specialist for Fixed Income at Citadel Asset Management and ING Investment Management.  She has also held roles at Earnest Partners, Wachovia Bank, Arthur Andersen, Goldman Sachs & Co., and Calibre/Wheat First Butcher Singer.

Cynthia is a CFA charterholder and is a member of the CFA Society of Atlanta.  She is also a Certified Public Accountant (“CPA”).  Cynthia graduated with a B.S. in Accounting from the University of Alabama, where she was a Presidential Scholar.

Neelma Dhanani >

Performance Analyst

Atlanta

Neelma Dhanani

Performance Analyst

Ms. Dhanani joined LCG in 2014 and is a Performance Analyst. Her responsibilities at LCG include quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports.

Previously, Neelma was a Financial Services Representative at E*TRADE Financial Corporation responsible for helping clients with questions about their accounts, investment products, and the financial industry.  She also has her Series 7 and 63 licenses.

Neelma graduated from Emory University with a B.B.A. in Finance and Economics.  During college, she worked as a Payroll Administrator and Proctor for The Princeton Review.  Neelma’s responsibilities included administering payroll weekly as well as reconciling time sheet reports to ensure accuracy.

While at Emory, Neelma also was an Accounting Assistant Intern for the Office of the Controller responsible for assisting with monthly journal entries, auditing bookkeeping, and reconciling accounts payable.

Andrew D. Evans >

Senior Systems Architect / Developer

Atlanta

Andrew D. Evans

Senior Systems Architect / Developer

Mr. Evans joined LCG Associates in 1992. His responsibilities include developing and enhancing LCG’s proprietary analytics as well as maintaining and upgrading LCG’s computer systems with a focus on LCG’s client performance reporting systems.  He is also responsible for the efficient, secure, and reliable operation of LCG’s computers, servers, and networks.

In 1996, Andrew left LCG to work as an independent software development consultant.  In 1997, he returned to LCG in the position he currently holds.   Prior to LCG, Andrew was at Blackbaud, Inc. as a Software Developer working on donor tracking systems for non-profit organizations.  Andrew began his career at Southern Motor Carriers as a Software Developer.

Andrew earned a B.S. in Computer Science from Western Carolina University.  He lives in Atlanta with his wife, Janet, and their two children and enjoys playing tennis.

Rachel E. Foss >

Performance Analyst

Atlanta

Rachel E. Foss

Performance Analyst

Ms. Foss joined LCG in 2015 as a Performance Analyst. Her responsibilities at LCG include quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports.

Rachel graduated from the Georgia Institute of Technology (“Georgia Tech”) with a B.S. in Business Administration concentrating in Finance and was on the Dean’s List. While at Georgia Tech, she was a member of Omega Phi Alpha National Service Sorority and was the Service Director responsible for coordinating volunteer opportunities. Rachel also was a member of the Chorale and studied abroad in France through Georgia Tech Lorraine.

During college, Rachel was a Mergers and Acquisitions Intern for Recall Corporation responsible for identifying, researching, and proposing potential companies to acquire.

Rowan A. Harmer >

Consultant

Atlanta

Rowan A. Harmer

Consultant

Mr. Harmer joined LCG Associates in 2012 and is a Consultant.  His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients.

Previously, Rowan was an Investment Officer at Cook Children’s Health Care System.  He was responsible for assisting the CIO with constructing, managing, and monitoring the endowment portfolio.  This included conducting extensive due diligence on a wide variety of asset classes, analyzing portfolio performance, and reporting the portfolio’s results to the Board of Trustees.

Before working at Cook Children’s Health Care System, Rowan was a Senior Consulting Associate at Cambridge Associates LLC, where he worked with clients to manage and analyze their investment portfolios.  He started at Cambridge as a Senior Research Associate.

Rowan earned a B.A. in Economics from Washington State University.

Holli S. Hawkins >

Senior Performance Analyst

Atlanta

Holli S. Hawkins

Senior Performance Analyst

Ms. Hawkins joined LCG in 1999 and is a Senior Performance Analyst. Her responsibilities at LCG include quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports. She previously managed LCG’s investment manager database in addition to her Performance Analyst responsibilities. Before joining LCG, Holli served as Operations Manager of a contracting company and in various retail and accounts payable positions.

Holli earned a B.A. in Economics at Spelman College. She is a member of the Spelman Alumni Association as well as the Covenant Christian Ministries Church where she is actively involved.

Matthew E. Hawkins >

CAIA

Investment Analyst

Atlanta

Matthew E. Hawkins

Investment Analyst

Mr. Hawkins joined LCG in 2015 and is an Investment Analyst. His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

He has passed all three levels of the Chartered Financial Analyst (“CFA”) Program and will be eligible for the CFA charter upon completion of the required work experience.

Matt is a Chartered Alternative Investment Analyst (CAIA) Charterholder. He holds a Master of Science in Finance from Vanderbilt University and was a member of the Asset Management Club. While studying at Vanderbilt University, Matt was an Equity Research Intern at Thompson Research Group. He was responsible for analyzing public-private partnership legislative data, building financial models and performing valuation analyses, and developing industry trend surveys.

Matt graduated cum laude from the University of Georgia (“UGA”) with a B.B.A. in Finance. During his time at UGA, he studied abroad for a semester at the University of Oxford in the U.K. He also served as a Legislative Fellow for the Office of the Governor for the State of Georgia.

Brendan L. Hungerford >

Investment Analyst

Atlanta

Brendan L. Hungerford

Investment Analyst

Mr. Hungerford joined LCG in 2017 and is an Investment Analyst. His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

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

Previously, Brendan was an Analyst – Private Wealth Management at The Ayco Company, L.P., a Goldman Sachs Company, responsible for implementing client asset allocations, coordinating rebalancing, and reviewing as well as approving trades. He also assisted with investment manager fee negotiations and participated in capital market discussions.

Brendan graduated with a B.S. in Economics and a minor in Financial Management from Clemson University. While at Clemson, he was a member of Chi PSi Fraternity and served as their Treasurer as well as assisted with planning a benefit for the American ALS Society.

Brian K. Kinney >

Technical Suport Analyst

Atlanta

Brian K. Kinney

Technical Suport Analyst

Mr. Kinney first joined LCG in 2011 as a contract employee to assist with a project.  Upon completion of the project, Brian left to become a Field Service Technician for Advanced Technology Services, where he worked exclusively with Caterpillar, Inc.  He rejoined LCG as a full time employee in 2014.  Brian is responsible for the efficient, secure, and reliable operations of LCG’s computers, servers and networks.

Brian began his career as an IT Support Analyst at Leapfrog Services.  He also started his own company, BK Network Solutions, which provided personal computer tune-ups; disaster recovery; network design, security, and implementation; and procuring as well as deploying new equipment.

Brian has an A.S. in Computer Networking Systems from ITT Technical Institute.  Additionally, he is a Microsoft Certified Solutions Associate and has several other certifications, including Net+, Security+, and MCP.

Jonathan D. Lea >

CAIA

Consultant

Atlanta

Jonathan D. Lea

Consultant

Mr. Lea joined LCG in 2013 and is a Consultant. His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. Jonathan began his career at LCG as an Investment Analyst.

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

Jonathan was previously a Regional Associate with Hatteras Funds. He was responsible for regional sales and marketing of alternative investment strategies to registered investment advisors and other firms. Jonathan started his career at AXA Advisors, LLC as a Financial Consultant for the Retirement Benefits Group. His responsibilities included conducting new enrollment meetings, counseling plan participants, and providing client service to 403(b) plans in public school systems.

Jonathan is a Chartered Alternative Investment Analyst (CAIA) Charterholder. He graduated from North Carolina State University with a B.S. in Agricultural Business Management.

Justin M. Louthen >

Consultant

Atlanta

Justin M. Louthen

Consultant

Mr. Louthen joined LCG in 2008 and is a Consultant.  His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients.  Justin started with LCG as an Investment Analyst.

He is a candidate for Level I of the Chartered Alternative Investment Analyst (“CAIA”) Program.

Justin was previously a Credit Analyst with CoastalStates Bank where he was responsible for analyzing and underwriting new commercial loan requests; supporting commercial lenders and credit managers; drafting loan reports; and compiling other portfolio analyses.

He graduated from The University of Georgia with a B.B.A. in Banking and Finance.  Justin was on the Dean’s List as well as a member of the Banking and Finance Society.

Brendan W. Lucier >

CFA, CAIA

Consultant

Atlanta

Brendan W. Lucier

Consultant

Mr. Lucier joined LCG in 2012 and is a Consultant.  His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients.  He began his career at LCG as an Investment Analyst.

Previously, Brendan was a Registered Representative at New England Financial responsible for contacting qualified leads, recommending products, and other facets of insurance sales, including supporting senior team members.  Brendan started his career at Scottrade, Inc. as a Stockbroker.

He is a CFA charterholder and is a member of the CFA Society of Atlanta.  Brendan is also a Chartered Alternative Investment Analyst (CAIA) Charterholder.  He graduated cum laude with a B.S. in Economics from The University of Florida (“UF”) and was in UF’s Honors Program along with being on the President’s Honor Roll.

He is a member of UF’s Alumni Association and volunteers with Big Brother Big Sister of Metro Atlanta.

Samuel J. Martin >

Performance Analyst

Atlanta

Samuel J. Martin

Performance Analyst

Mr. Martin joined LCG in 2016 as a Performance 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.

Sam graduated magna cum laude from the University of Tennessee-Knoxville (“UTK”) with a B.S. in Finance.  While at UTK, he was selected to participate in the UTK TVA Investment Fund and helped manage the equity portfolio.  Sam was a member of the UT Investment Group, Financial Management Association, and Sigma Chi Fraternity.  He also studied abroad in London.

During college, Sam was an Office Assistant at Wetherall Financial Services responsible for researching mutual funds and helping service clients.

Zachery J. Meynard >

Performance Analyst

Atlanta

Zachery J. Meynard

Performance Analyst

Mr. Meynard joined LCG in 2017 as a Performance 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.

Zach graduated from Mississippi State University (“MSU”) with a B.B.A. in Finance.  While at MSU, he was a member of Phi Gamma Delta Fraternity and Gamma Iota Sigma serving as the Philanthropy Chair for both organizations.  Zach also participated in Involvement Ambassadors and the Interfraternity Council.

During college, Zach was an Investment Analyst Intern at Segal Rogerscasey (now Segal Marco Advisors).  His responsibilities included performance calculation and reconciliation, production of quarterly investment reports, total fund portfolio analysis, manager due diligence, and assisting with asset allocation studies.

W. Scott Sheely >

CFA, CAIA

Investment Analyst

Atlanta

W. Scott Sheely

Investment Analyst

Mr. Sheely joined LCG in 2015 and is an Investment Analyst. His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

Previously, Scott was an Investment Analyst at Segal Rogerscasey (now Segal Marco Advisors) responsible for conducting manager searches, preparing performance reports, analyzing information for clients, and other investment-related projects.

Scott is a CFA Charterholder and is a member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. Scott graduated cum laude with a B.S.B.A. in both Finance and Management and a minor in Political Science from The University of South Carolina (“USC”). He was in USC’s Capstone Scholars Program and an Alumni Association Legacy Scholar along with being a recipient of the McKissick Scholars Award.

Inayah Z. Thomas >

Investment Analyst

Atlanta

Inayah Z. Thomas

Investment Analyst

Ms. Thomas joined LCG in 2013 and is an Investment Analyst.  Her responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.  She began her career at LCG in the Performance Measurement Department.

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

Inayah graduated from Manhattanville College with a B.A. in Psychology and a minor in Finance.  She received the Ophir Academic Award and a Duchesne Scholarship for community service.  Additionally, Inayah volunteered at Daniel’s Music Foundation and All Souls Soup Kitchen.

While in college, Inayah was an Accounting and Finance Assistant at Manhattanville College responsible for correcting, processing, and reconciling a variety of accounting documents.  She also volunteered as a Student Coordinator for the Ladies Room at Westhab.  Inayah’s responsibilities were to organize and facilitate weekly discussions as well as activities for girls from economically disadvantaged areas.

Scott M. Wilkinson >

Senior Systems Architect / Developer

Atlanta

Scott M. Wilkinson

Senior Systems Architect / Developer

Mr. Wilkinson joined LCG Associates in 1992.  His responsibilities include developing and enhancing LCG’s proprietary analytics as well as maintaining and upgrading LCG’s computer systems with a focus on the web based systems.

In 1997, Scott joined Portfolio Management Consultants (“PMC”). In his role as Vice President of Investment Sales, he serviced the needs of registered investment advisors in the Southern region.  During his time at PMC, Scott also worked as a Vice President and IT Project Manager responsible for enhancing their web based offerings.  In 2001, he rejoined LCG.  Scott started his career at Adam Investment Services.

He was awarded the CFA Institute Investment Foundations™ certificate (2017). Scott is a Certified Programmer in Java and ColdFusion. He also has several Microsoft Certifications including MCSD, MCSA, MCSE, and MCDBA. He obtained a B.B.A. in Management from Kennesaw State University. In his free time, he enjoys flying airplanes and spending time with his wife, Angie and daughter, Avery.

Christine Wizzard >

Manager, Client Performance & Reporting

Atlanta

Christine Wizzard

Manager, Client Performance & Reporting

Ms. Wizzard joined LCG in 2016 and is a Manager of Client Performance and Reporting.  Her responsibilities are oversight of the daily operations of the Client Performance and Reporting Department, which includes a team of Performance and Database Analysts.  The day-to-day operations involve the calculation of client performance, monitoring client reporting procedures, adhering to client reporting deadlines, quality control of client performance reporting standards, and any special projects related to performance measurement systems.   

Previously, Christine was a Senior Reporting Analyst II at Herndon Capital Management responsible for assisting with managing the client reporting as well as marketing materials production processes, serving as a liaison for clients, and training other reporting analysts.  While at Herndon, she also served as an Operations Manager II and Senior Operations Analyst.  Prior to Herndon, Christine worked at Madison Grey Holdings, LLC, Mizuho Trust & Banking Inc., TIAA-CREF Financial Services, Bank of New York and Morgan Stanley Dean Witter.

Christine holds a Master of Science with a Concentration in Accounting from Long Island University and a B.B.A. in Finance/Accounting from Baruch University.  Christine is also an active member of Bullard Elementary and Kennesaw Mountain HS PTSA program.

Adam R. Workman >

Investment Analyst

Atlanta

Adam R. Workman

Investment Analyst

Mr. Workman joined LCG in 2017 and is an Investment Analyst. His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

He has passed all three levels of the Chartered Financial Analyst (“CFA”) Program and will be eligible for the CFA charter upon completion of the required work experience. He is also a Level II candidate for the Chartered Alternative Investment Analyst (“CAIA”) Program.

Previously, Adam was an Integrated Client Services Associate at the Vanguard Group responsible for helping clients to determine suitable portfolio allocations and investment options. He also assisted with back office processing.

Adam graduated cum laude with a B.S.B.A. in Investment Finance and Global Supply Chain Operations Management and a minor in Sport & Entertainment Management from The University of South Carolina (“USC”). He was in USC’s Sigma Alpha Lambda National Leadership and Honor’s Organization along with the Carolina Finance & Investment Association. Adam was a member of Alpha Tau Omega Fraternity.