Our Team

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.  

Claire P. Chotiner

Chief Operating Officer

Ms. Chotiner joined LCG in 2007 and is Chief Operating Officer. She is a member of the Board of Directors. Claire oversees the firm’s business operations. In addition to her management responsibilities, Claire works with a limited number of clients as well as conducts capital market and asset class research. She is Chair of the Diversity & Inclusion as well as Technology Committees. Prior to serving in this role, Claire was a Senior Consultant. 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. In her time away from the office, she enjoys spending time with her husband and two daughters.

Amber N. Stiles

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.

Catharine C. Burkett

Vice President, Co-Director of Private Investments

Ms. Burkett joined LCG in 2013 and is the Vice President, Co-Director of Private Investments. Her responsibilities include co-leading LCG’s 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 1990′s, 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.

Taylor L. Covey

Vice President, Co-Director of Private Investments, Senior Consultant

Mr. Covey joined LCG in 2007 and is a Vice President, Senior Consultant and Co-Director of Private Investments. His consultant responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. In his role as Co-Director of Private Investments, Taylor co-leads LCG’s private investments research as well as due diligence and collaborating with clients to implement their private investment allocations. He began his career at LCG as an Investment Analyst.

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.

Taylor resides in Atlanta with his wife Ashley and their sons Maverick and Ryder. They are involved with their church, Atlanta Christian Church, and they are active in their local community.

Eric T. Huff

Vice President, Manager Research, Senior Consultant

Mr. Huff joined LCG in 2006 and is Vice President, Manager Research, Senior Consultant. 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 leads several clients. Eric joined LCG as a Consultant.

Eric was previously with Hewitt Investment Group (now Aon) 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. Currently, Eric serves on the Board of UGA’s Student Managed Investment Fund. In his free time, he enjoys spending time with his family along with playing golf.

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.

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. 

Karin B. Booher

Controller

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.

Scott M. Wilkinson

Chief Information & Technology Officer

Mr. Wilkinson joined LCG Associates in 1992. He is responsible for leading the architecture, development, implementation, and enhancement of LCG’s information technology to meet company objectives and goals. Scott’s duties include oversight of security and infrastructure as well as LCG’s proprietary administrative and investment analytics software systems. He is also in charge of LCG’s custom web initiatives.

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 investment career at Adam Investment Services. Prior to that, he was a commercial pilot.

Scott was awarded the CFA Institute Investment Foundations™ certificate (2017). He is a Certified Information Systems Security Professional and a Certified Programmer in Java and ColdFusion. Scott also has several Microsoft Certifications including MCSD, MCSA, MCSE, and MCDBA. He obtained a B.B.A. in Management from Kennesaw State University.

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.

Zach L. Brumett

Consultant

Mr. Brumett joined LCG in 2014 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, 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.

Ryan Carroll

Operational Due Diligence Analyst

Mr. Carroll joined LCG in 2021 and is an Operational Due Diligence Analyst. His responsibilities at LCG include coordinating, preparing, and conducting initial as well as on-going operational due diligence reviews on alternative investment managers which includes performing operational due diligence meetings.

Before joining LCG, Ryan was a Staff Accountant – Fund Administration for Trident Trust. He was responsible for preparing monthly closes, monthly financial reports, and performance tear sheets. Ryan assisted investors in accessing reporting through the website and direct correspondence.

Ryan graduated from Kennesaw State University with a B.S. in Administration in Finance. During his time at KSU, Ryan served as the Fundraising Chair for the Kappa Sigma Fraternity, hosting annual philanthropy events.

James J. Challen

Senior Vice President / Principal

Mr. Challen joined LCG Associates in 2009 and is a Senior Vice President. His client relationships include family offices, pensions, 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.

Senior Vice President / Principal

Mr. Daniel joined LCG Associates in 1998 and is a Senior Consultant as well as a member of the Board of Directors. He is also a member of the Risk Management Committee and Investment Committee. Tony’s responsibilities include lead client relationships with family offices, investment platforms, corporations, endowments, and foundations. Additionally, he conducts capital market and asset class research as well as investment manager due diligence.

Previously, Tony 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. He 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. In his free time, he enjoys spending time with his family and playing golf.

Mambaye Diagne

Performance Analyst

Mr. Diagne joined LCG in 2023 and is 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.

Mambaye graduated from Kennesaw State University (“KSU”) with a BBA in Finance.

While at KSU, Mambaye served as the Associate Director of the Student Managed Investment Fund. Additionally, he was an intern at Henssler Financial and the U.S. Securities & Exchange Commission.

Inayah Z. Edwards

Operations Director

Mrs. Edwards joined LCG in 2013 and is an Operations Director. Her responsibilities include managing aspects of LCG’s OCIO services’ business and investment operations, administration functions along with manager and client implementations.

Prior to her current role, Inayah was an Operational Due Diligence Analyst, Investment Analyst and Performance Analyst.

Inayah holds an M.B.A. from the University of Georgia.

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. Currently, Inayah is an active volunteer and leads a college ministry at Buckhead Church.

Katalin Egyed

Vice President, Senior Consultant

Ms. Egyed joined LCG Associates in 2000 and is a Vice President, Senior Consultant. Katalin’s clients include corporations, utilities, educational endowments, other non-profit organizations and wealth platforms. In addition to lead consultant responsibilities, she conducts capital market and asset class research, investment manager due diligence, and special topical studies.

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 B.S. in Finance at Canisius College (summa cum laude). She is also fluent in Hungarian.

David C. Elms

Performance Analyst

Mr. Elms joined LCG in 2022 and is 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.

David graduated from Kennesaw State University (“KSU”) with a BBA in Finance.

While at KSU, David served as an Analyst on the Student Managed Investment Fund, helping conduct research, build financial models, and develop reports. Prior to this, David was a Remote Services Technician/Team Lead for Savant, CTS.

David R. Emerson

Senior Vice President / Principal

Mr. Emerson joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Risk Management Committee and Investment Committee. David’s responsibilities include leading client relationships with utilities, family offices, endowments and foundations. Additionally, he conducts capital market and asset class research as well as investment manager due diligence.

David serves as LCG’s Practice Leader for Nuclear Decommissioning Trusts (NDTs) and as the team lead for ESG and SRI research. David actively participates in NDT conferences and industry groups and has helped refine LCG’s modeling capabilities in the ever-changing world of NDTs. David also represents LCG on the Institutional Consultant Sustainability Working Group (ICSWG) that is comprised of 15 U.S based consulting firms.

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 and 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.

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.

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.

Rachel E. Foss

Consultant

Ms. Foss joined LCG in 2015 and is a Consultant. Her responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. Prior to her current role, Rachel was an Investment Analyst and a Performance Analyst.

Rachel is a CFA Charterholder and is a member of the CFA Society of Atlanta. She 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, Rachel was a member of Omega Phi Alpha National Service Sorority and was the Service Director responsible for coordinating volunteer opportunities. She also was a member of the Chorale and studied abroad in France through Georgia Tech Lorraine.

She is a member of the High Museum of Art.

Allie G. Freeman

Marketing Director

Ms. Freeman joined LCG in 2019 and is the Marketing Director. Her responsibilities are to manage the business development and marketing efforts. She began her career at LCG as a Marketing Operations Analyst.

Prior to joining LCG, Allie was a Sales Consultant at Meltwater.

She graduated from the University of Georgia (“UGA”) with a B.B.A. in Marketing and a minor in Spanish. While at UGA, Allie was a Marketing and Sales Intern at the UGA Athletic Association. She also served as an Intern at LCG assisting with a variety of marketing projects and participating in manager due diligence meetings.

Currently, Allie is a member of the Terry College Young Alumni Board.

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-six years of finance and investment experience, the past thirty-one with LCG.

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

Rowan A. Harmer

Vice President, 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

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

Consultant & Quantitative Analytics Specialist

Mr. Hawkins joined LCG in 2015 and is a Consultant. His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. In his role as a Quantitative Analytics Specialist, Matt also assists with LCG’s proprietary analytical systems. He began his career at LCG as an Investment Analyst.

Matt is a CFA Charterholder and a member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. Matt holds a Master of Science in Finance from Vanderbilt University

He 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. Matt also served as a Legislative Fellow for the Office of the Governor for the State of Georgia.

Bradley R. Howell

Investment Analyst

Mr. Howell joined LCG in 2019 and is an Investment Analyst. His responsibilities at LCG include manager due diligence and research, performance attribution, in-depth analyses, and special projects. Bradley began his career at LCG as a Performance Analyst responsible for quarterly performance evaluation and analysis.

Bradley graduated cum laude from the University of North Carolina at Wilmington (“UNCW”) with a B.S.B.A. in Finance. While at UNCW, he was Chapter President of the Alpha Sigma Phi Theta Kappa Chapter and served as UNCW’s Club Lacrosse Team Captain. He also was a member of the Cameron Executive Network and the Student Finance Association.

During college, Bradley was a Summer Finance Intern at Signature Bank in New York City. He was responsible for assisting with proofing the Dodd-Frank Annual Stress Testing Model and producing the daily deposit and loan report along with a variety of other projects.

Marcy S. Joseph

Performance Analyst

Ms. Joseph joined LCG in 2021 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.

Marcy graduated from Clark Atlanta University (“CAU”) with a B.A. in Finance and Financial Planning. She was the Social Media Coordinator for the Financial Planning Association and a member of Curls on Campus. Additionally, Marcy received the CAU Undergraduate Studies Scholarship.

During her time at CAU, Marcy volunteered with the Volunteer Income Tax Assistance providing free tax return services and analyzing documentation to determine appropriate tax treatment. She also volunteered with Bureau Des Avocats Internationaux managing the financial budget for events as well as planning and executing an empowerment forum.

Brian K. Kinney

Technical Support Specialist

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.

Kyler J. Kring

Performance Analyst

Mr. Kring joined LCG in 2022 and is 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.

Kyler graduated from the University of Tennessee (“UT”) with a B.S.B.A. in Finance and a collateral in Economics.

Prior to joining LCG, Kyler was a McClain Torch Fund Manager and was a Bull Member for the University of Tennessee Investment Group. He also served as an Investment Analyst Intern with Slainte Investment Group.

Adam J. Laubacker

Senior Vice President

Mr. Laubacker joined LCG Associates in 2000 and is a Senior Vice President. His client relationships include corporations, endowments, foundations, and healthcare organizations. In addition to lead consultant responsibilities, Adam conducts capital market and asset class research, investment manager due diligence, and special topical studies. 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.

Jonathan D. Lea

Vice President, 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.

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.

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.

Brendan W. Lucier

Vice President, 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.

Alex J. Markham

Performance Analyst

Mr. Markham joined LCG in 2022 and is an Investment Analyst. His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects. Alex began his career at LCG as a Performance Analyst responsible for quarterly performance evaluation and analysis.

Alex holds an M.B.A. with a concentration in finance from Mercer University. While at Mercer, Alex was the In-house Finance Intern for the American Junior Golf Association, assisting the Vice President of Finance.

Alex graduated from Samford University with a B.S.B.A. in Finance and a concentration in data analytics.

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.

Nathan S. Miller

Performance Analyst

Mr. Miller joined LCG in 2021 and is 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.

Prior to joining LCG, Nathan was a Non-Commissioned Officer for the United States Army. He specialized in Satellite Communications and was responsible for presenting budget development and financial strategies. Nathan received certification for his mastery of satellite technical theory and complex equipment.

Nathan graduated from Southern New Hampshire University with a B.S. in Accounting and Finance.

Zachary M. Perkins

Investment Analyst

Mr. Perkins joined LCG in 2021 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 I of the Chartered Financial Analyst (“CFA”) Program.

Before joining LCG, Zachary was a Credit Analyst for CB&S Bank. He was responsible for determining default risk through financial modeling of cash flows and debt coverage ratios. He also analyzed financial statements to determine strengths and weaknesses of a company along with a recommended loan decision for senior management.

Zachary graduated from the University of North Alabama with a B.B.A. in Finance. During his time at UNA, he was an equity research analyst for the TVA Investment Team responsible for creating comprehensive research reports across multiple industries. He also studied abroad at the Lorenzo de Medici School of Business in Florence, Italy.

During college, he worked as a Legal Assistant for The Irons Law Firm and was responsible for client services in regards to estate planning.

Collin N. Pounders

Consultant

Mr. Pounders joined LCG in 2019 and is a Consultant. His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. Collin began his career at LCG as an Investment Analyst.

Collin is a CFA Charterholder and is a member of the CFA Society of Atlanta. Collin holds an M.B.A. in Finance from the University of Tennessee (“UT”) and was selected to serve as a Portfolio Manager for the Haslam and LaPorte Torch Funds, which are UT’s graduate student-managed investment funds. While pursuing his M.B.A., Collin was an Investment Analyst Intern at the Tennessee Department of Treasury’s Investment Division responsible for researching and analyzing potential equity, fixed income, private equity, and real estate managers.

Collin graduated from UT with a B.S.B.A. in Finance and a collateral in International Business. During his time at UT, he served as a Portfolio Manager in the TVA Investment Challenge and was Vice President of the UT Investment Group. Additionally, Collin was a Wealth Management Analyst at The Nalls Sherbakoff Group, LLC responsible for preparing and creating client proposals, performance reports, and model portfolio models. He also studied abroad for a semester in London and regularly participated in volunteer work.

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.

W. Scott Sheely

Consultant

Mr. Sheely joined LCG in 2015 and is a Consultant. His responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients. Scott is also responsible for managing LCG’s Investment Analyst Program, which teaches and develops the Analysts’ investment skills. He began his career at LCG as an Investment Analyst.

Prior to joining LCG, 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.

Bonnie H.C. Silver

Manager Research Data Analyst

Ms. Silver joined LCG in 2021 and is a Manager Research Data Analyst. Her responsibilities are to help facilitate LCG’s day-to-day manager database and research meeting operations. This includes working with proprietary and off-the-shelf systems that support client service, research, and data analytics.

Before joining LCG, Bonnie was an Accounting and Office Manager for Two Men and a Truck. She was responsible for processing payroll, managing social media as well as website reviews, and assisting with a variety of administrative tasks. Prior to working at Two Men and a Truck, Bonnie worked in Guest Operations at Walt Disney World.

She graduated from the Savannah College of Art and Design with B.F.A. in Production Design. Bonnie also lived and studied in Ireland.

Frederick A. Stewart, CEBS

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 and recordkeeper 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.

Brendan V. Sullivan

Investment Analyst

Mr. Sullivan joined LCG in 2022 and is an Investment Analyst. His responsibilities at LCG include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

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

Brendan holds an M.B.A. from the Louisiana State University (“LSU”). While pursuing his M.B.A., Brendan was an Investment Analyst for JF Capital. Additionally, he was a part of LSU’s Student Managed Investment Fund, responsible for assisting in managing equity allocations for a $6 million portfolio.

Brendan graduated from Providence College with a B.S. in Finance. During college, he was a Wealth Management Intern for Merrill Lynch.

Jose (Zurdo) E. Villanueva

Investment Analyst

Mr. Villanueva joined LCG in 2021 and is an Investment Analyst. His responsibilities include manager due diligence and research, performance attribution, in-depth analyses, and special projects.

Zurdo graduated from Emory University’s (“Emory”) Goizueta Business School with a B.B.A. in Finance as well as Information Systems and Operations Management. While at Emory, he worked part-time as a Communication Facilitator assisting other students with communication and presentation skills. In his free time, Zurdo served as a Risk Manager for 787 Investing and was a member of the Goizueta Data Analytics Club. He also participated in Emory Club Soccer, Emory Greeks Go Green, and the Puerto Rico Student Association. Zurdo passed FINRA’s Securities Industry Essential Exam and has a Bloomberg Markets Concepts Certification.

During college, he was an Asset Management Risk Intern at Fidelity Investments responsible for creating a monitoring platform for the ESG ETF, generating reports on bond quantitative models, and analyzing errors in daily trading. In addition, Zurdo was an Accounting Intern at Wilma Vazquez Hospital where he assisted with improving inventory turnover in the gift shop and creating purchasing orders for the hospital. He also was a Spanish Interpreter and Office Assistant for the Truancy Intervention Project, Inc. at the Georgia Juvenile Court Fulton District.

James Z. Williams

Investment Analyst

Mr. Williams joined LCG in 2019 and is an Investment Analyst. His responsibilities at LCG include manager due diligence and research, performance attribution, in-depth analyses, and special projects. James began his career at LCG as a Performance Analyst responsible for quarterly performance evaluation and analysis.

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

James graduated from the University of Tennessee (“UT”) with a B.S.B.A. in Accounting and a collateral in Finance. During his time at UT, he was a member of the UT Investment Group and was selected to serve as a Portfolio Manager for the Haslam College of Business’ Carroll Torch Fund, which is one of UT’s undergraduate student managed investment funds. James also was the Chapter Webmaster of the Delta Sigma Pi Professional Business Fraternity and played on UT’s Men’s Lacrosse Club.

While pursuing his degree, James was a Corporate Investments Analyst at Tennessee Valley Authority responsible for assisting with the retirement trusts along with compiling and tracking performance data. Additionally, he was an Analyst Intern at Towanda Capital, where he researched industries and potential acquisition targets.

Stephen Pujol

Of Counsel

Mr. Pujol has spent his career as a consulting actuary specializing in retirement plans both qualified and non-qualified. Clients have included publicly traded corporations, not-for-profit organizations, and privately held companies of various sizes. Steve has consulted on topics including: retirement plan design, accounting issues, benefits administration, non-qualified retirement plans, and funding, including both minimum required and maximum deductible. Steve worked for 30 years at several major consulting firms, including over 20 years at Buck Consultants, where he was a Principal.     

He attained the designations of Fellow of the Society of Actuaries and Enrolled Actuary. Steve obtained a Masters in Mathematics from the University of Illinois and a B.S. in Mathematics from Xavier University. He consults with LCG on the design and administration of retirement plans as well as pension modeling. 

Jared L. Shope

Of Counsel

Mr. Shope joined LCG Associates in 1987 and was Vice President of Quantitative Analysis. His responsibilities included researching investments; developing and enhancing LCG’s proprietary analytics; and maintaining and upgrading LCG’s computer systems. He also worked with LCG’s other department heads to create and automate new processes. Jared continues to consult with LCG on all of these issues. 

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.