LCG Associates
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LCG Associates Employees
Anthem Worldwide August 2014 - Present
Georgia Institute of Technology October 2012 - May 2014
Woodruff Arts Center September 2013 - December 2013
LCG Associates May 2013 - August 2013
Natalie J. Otterson April 2012 - September 2012
Skills
Blogging, Creative Writing, Advertising, Editing, French, Marketing, Press Releases, Copy Editing, Video, Research, Public Relations, Social Media, Event Management, Copywriting, Marketing Communications, Strategic Communications, Competitive Intelligence, Social Media Marketing, Writing, Event Planning, Google Adwords, Project Management, Account Management, Market Research, Keynote, Social Listening
Education
Georgia Tech 2010 — 2014
Bachelor's Degree, History, Technology, and Society
LCG Associates October 2014 - Present
E*TRADE Financial June 2013 - October 2014
The Princeton Review July 2011 - March 2013
Skills
Series 7, Series 63
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelor of Business Administration (BBA), Finance & Economics
Oxford College of Emory University 2009 — 2011
Associate of Arts (AA)
LCG Associates May 2007 - Present
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), International Business
London Business School August 2013 - May 2015
Homrich Berg August 2008 - July 2013
LCG Associates 2006 - 2008
Reliance Trust Company 2005 - 2006
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Finance, Equity Research, Fund Of Funds
Education
London Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Lucia Capital Group November 2014 - Present
AIG Advisor Group September 2012 - November 2014
United Way of Metropolitan Atlanta February 2012 - September 2012
Brand October 2011 - January 2012
Irongate Capital Management, LLC June 2010 - September 2011
ICP Hedge Fund July 2008 - June 2010
Maestro August 2006 - July 2009
LCG Associates July 2005 - August 2006
Skills
Alternative Investments, Financial Modeling, Investments, Investment Management, Hedge Funds, Strategy, Valuation, Quantitative Analytics, Start-ups, Analysis, Asset Allocation, Investment Strategies, Competitive Analysis, Fixed Income, Equity Trading, Tactical Asset..., Performance Attribution, Qualitative Research, Entrepreneurship, Due Diligence
Education
Boston University 2001 — 2005
BSBA, Finance, Economics
Boston University - School of Management 2001 — 2005
BSBA, Finance
Arrow Electronics July 2015 - Present
LCG Associates July 2013 - July 2015
White Diamond Jewelers January 2007 - June 2013
Skills
Financial Analysis, Accounting, Bookkeeping, Retail Sales, Customer Service, Accounts Receivable, Management, Sales, Microsoft Excel, Access, Forecasting, Marketing, Retail, Account Management, Finance, Analysis, Inventory Management, Investments, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Nova Wealth Management Group February 2013 - Present
LCG Associates January 2003 - February 2013
ING Investment Management July 1999 - May 2002
Skills
Administrative Office..., Organization, Multi Tasking, Data Analysis, Information Gathering, Data Distribution, PowerPoint, Microsoft Excel, Outlook, Problem Solving, Pay Close Attention to..., Outstanding time..., Efficiency, Superior Work Ethic, Client Service Oriented, Fixed Income, Financial Analysis, Asset Managment, Asset Management, Business Analysis
Education
University of Georgia - Terry College of Business 2013 — 2015
Certificate in Financial Planning, Financial Planning and Services
University of South Florida 1996 — 1998
B.S., Finance
University of Florida 1994 — 1995
Houlihan Lokey August 2015 - Present
EY July 2014 - August 2015
University of Houston, Bauer College of Business June 2013 - August 2014
Johnson, Bender, and Company January 2013 - April 2014
University of Houston, Bauer College of Business June 2013 - December 2013
E*TRADE Financial Corporation March 2011 - May 2012
LCG Associates June 2010 - December 2010
Waddell & Reed August 2009 - June 2010
Kilpatrick Stockton, LLP June 2008 - August 2008
The Carter Center June 2007 - August 2007
Skills
New Business Development, Investments, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Start-ups, Asset Managment, Business Development, Strategic Planning, Leadership, Portfolio Management, Risk Management, Account Management, Business Strategy, Business Analysis, Valuation, Marketing, Research, Finance, Strategy, Equities, Venture Capital, Mutual Funds, Market Research
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University 2007 — 2009
Bachelor of the Arts, Economics; Business Policy Focus
Oxford College of Emory University 2005 — 2007
Associate of Arts
Passed Level II of the CFA Program
LCG Associates August 2015 - Present
Segal Rogerscasey November 2013 - August 2015
Morgan Stanley May 2012 - August 2012
Raymond James Financial Inc. June 2011 - August 2011
Allstate July 2011 - July 2011
Skills
Data Analysis, Valuation Modeling, Financial Modeling, Client Presentation, Manage Client..., Pitch Books, Market Research, Technical Analysis, Investment Advisory, Investment Strategies, Asset Allocation, Trend Analysis, Microsoft Excel, PowerPoint, Sunguard, Dorsey Wright Financial..., LifeView Financial..., Morningstar, Bloomberg Software
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Investment Finance, Management
Merrill Lynch May 2015 - Present
LCG Associates January 2013 - May 2015
LCG Associates November 2011 - January 2013
Cambridge Associates June 2011 - November 2011
Merrill Lynch March 2010 - May 2011
Florida State University Student Foundation April 2010 - April 2011
Florida State University July 2010 - March 2011
Skills
Investments, Performance Analysis, Performance Measurement, Private Equity, Mutual Funds, Finance, Asset Allocation, Institutional..., Alternative Investments, Hedge Funds, Data Analysis, Microsoft Excel, Company Presentations
Education
Florida State University 2007 — 2011
BS, Finance
Nexidia June 2013 - Present
Ultimate Software January 2013 - June 2013
LCG Associates May 2012 - November 2012
Idaho State University May 2009 - July 2009
Georgia Institute of Technology August 2008 - May 2009
Georgia Institute of Technology August 2008 - May 2009
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Matlab, OS X, Research, Minitab, SQL
Education
Georgia Institute of Technology
Bachelor's Degree, Business Administration
Regions Financial Corporation January 2013 - Present
S&P Capital IQ March 2012 - November 2012
LCG Associates May 2011 - December 2011
Georgia Institute of Technology January 2011 - May 2011
Henkel May 2009 - June 2010
Skills
R, Statistical Modeling, Risk Management, Matlab, C++, Performance Attribution, Performance Measurement, Performance Analysis, Quantitative Analytics, Financial Risk, Bloomberg, VBA
Education
Georgia Institute of Technology 2010 — 2011
Master, Quantitative and Computational Finance
Shanghai University of Finance and Economics 2006 — 2010
Bachelor, Investment
RiverStone Church Kennesaw, GA July 2014 - Present
My Own Business October 2012 - Present
Nationwide Insurance 2012 - Present
Mt. Paran North Church of God August 2006 - Present
LCG Associates January 2012 - July 2012
Collegiate Prep Basketball Academy October 2008 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Travel Arrangements, Office Administration, Administrative..., Office Management, Research, Data Entry, Spreadsheets, Confidentiality, Filing, Social Media, International Travel, Leadership, Marketing, Calendaring, Sales, Accounting
Education
Kennesaw State University 2006 — 2010
Minor in Coaching, Health and Physical Education and Sport Science
Kennesaw State University
Hess Enterprises June 2012 - Present
LCG Associates June 2009 - December 2011
Aon Investment Consulting January 2005 - April 2009
Aon Investment Consulting 2002 - 2004
Aon Investment Consulting 1999 - 2002
Aon 1995 - 1998
INVESCO 1993 - 1995
Towers Perrin 1990 - 1993
Allied Group Insurance Services 1989 - 1989
Ashford International 1987 - 1988
Skills
Due Diligence, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equity Research, Pension Funds, Investment Strategies, Equities, Financial Modeling, Valuation, Retirement Planning, Fixed Income, Mutual Funds, Financial Analysis, Risk Management, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1987
MBA
ESCP Europe 1986 — 1986
MS
Georgia Institute of Technology 1979 — 1983
Bachelor of Science (BSc)
Galloway 1975 — 1979
High school diploma
Bloomberg LP January 2014 - April 2015
Bloomberg LP April 2012 - January 2014
LCG Associates July 2008 - March 2012
Skills
Financial Analysis, Bloomberg, Microsoft Excel, Investments, Project Management, PowerPoint, Valuation, Asset Management, Finance, Excel, Customer Relations, Word, Sales
Education
Mercer University 2004 — 2008
BBA, Finance
Richmond, The American International University in London
LCG Associates October 2013 - Present
LCG Associates December 2006 - Present
Hewitt Associates June 2000 - November 2006
Skills
Asset Allocation, Investment Strategies, Investments, Due Diligence
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Finance
Credit Suisse August 2014 - Present
Credit Suisse May 2013 - August 2014
SunTrust Robinson Humphrey February 2012 - May 2013
SunTrust Robinson Humphrey May 2010 - February 2012
LCG Associates November 2008 - May 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Leveraged Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Investment Banking, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
LCG Associates August 2010 - Present
Perry Crabb & Associates May 2007 - February 2010
Skills
Customer Service, Coordination, Microsoft Word, Microsoft Excel, Outlook, Meeting Scheduling, Meet Deadlines, Phone Skills, Multi-line Phone, Job Scanning, Tracking, Placing Orders, Typing, Multi Tasking, Modeling, Front Office, Hosted Services, Health Insurance, Animal Work, Anti-aging, Food Service, Social Networking, Psychology, Retail, Service Management, Telephone Skills, Time Management, Administrative..., Receptionist Duties, Microsoft Office, Event Planning, Management, Sales, Data Entry, PowerPoint
Education
Georgia State University 2003 — 2006
Bachelors, Psychology & Sociology
Master's Christian Acadeny 1996 — 2000
Experience LLC June 2013 - Present
The Home Depot June 2011 - April 2012
The Home Depot April 2010 - June 2011
The Home Depot November 2008 - April 2010
The Home Depot June 2007 - November 2008
LCG Associates September 2006 - December 2006
West Georgia Health System June 2006 - August 2006
Georgia State Legislature January 2005 - April 2006
Skills
Merchandising, Data Analysis, Retail, Leadership, Financial Analysis, Microsoft Excel, Inventory Management, PowerPoint, Access, Marketing, Process Improvement, Microsoft Office, Analytics, Microsoft Word, Analysis, Business Analysis, JDA, Project Planning, Supply Chain, CPFR, Planograms, Operations Management
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA)
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2007
B.S., Management
Sea Oats Group July 2015 - Present
LCG Associates August 2011 - June 2015
Florida Housing Finance Corporation May 2010 - July 2011
Florida Housing Finance Corporation May 2008 - May 2010
Skills
Investments, Finance, Alternative Investments, Private Equity
Education
Florida State University - College of Business 2009 — 2010
Master of Science, Finance
Florida State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
KPMG June 2014 - August 2014
LCG Associates May 2013 - August 2013
Training The Street January 2013 - January 2013
Hyde Park Golf and Country Club May 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Teamwork, Team Leadership, Financial Modeling, Public Speaking, Time Management, Spanish
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Milton High School
LCG Associates June 2015 - July 2015
Karen Cannon Realtors July 2014 - August 2014
Education
Saint Mary's College 2014 — 2018
Bachelor of Business Administration (BBA)
Marist School (Atlanta, GA) 2008 — 2014
SIFMA September 2015 - Present
Chatham Capital January 2015 - September 2015
LCG Associates October 2013 - December 2014
MedShare 2012 - June 2013
Mckendrick's Steakhouse November 2011 - June 2013
Ravinia Club and Spa November 2010 - February 2011
Children's Theater of Charlotte 2010 - 2010
Skills
Culinary Skills, Baking, Catering, Recipes, Menu Development, Chocolate, Food Service, Customer Service, Microsoft Office, Sanitation, Time Management, Microsoft Word, Strategic Planning, Social Networking, Microsoft Excel, Communication Skills, Accounts Receivable, Multi-line Phone, Outlook, Organizational..., Scheduling, Volunteering, Bloomberg Terminal, Data Entry
Education
Georgia State University 2013 — 2016
Johnson & Wales University-Charlotte 2009 — 2011
Associate of Applied Science, Baking and Pastry Arts/Baker/Pastry Chef
New Mexico State University 2008 — 2008
Carolina Brewery September 2015 - Present
UTC Student Managed Investment Learning Experience (SMILE) Fund January 2015 - Present
LCG Associates June 2015 - July 2015
SIGNiX January 2015 - May 2015
Skills
Investments, Management, Financial Analysis, Equities, Financial Modeling, Strategic Planning, Public Speaking, Lead Generation
Education
The University of Tennessee at Chattanooga
Finance Investment
Nomura Securities August 2013 - Present
LCG Associates June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Word, Investments, Microsoft Office, Portfolio Management, Investment Banking, Coaching, Equities, Finance, PowerPoint, Microsoft Excel, Financial Modeling, Risk Management, Data Analysis, Accounting, Financial Analysis, Research, Leadership
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Georgetown Preparatory School 2007 — 2009
High School
Art & Science Collaborative, LLC 2015 - Present
Intuitive Surgical Corporation 2013 - 2014
Gallup Consulting 2011 - 2013
Lockheed Martin 2005 - 2010
LCG Associates 2004 - 2005
Prudential Financial 2003 - 2003
Merrill Lynch 2002 - 2002
Skills
Strategy, Competitive Analysis, Financial Analysis, Project Management, Management Consulting, Business Development, Sales Management, Consulting
Education
Goizueta Business School, Emory University 2010 — 2011
MBA, Operations and Management, Real Estate, and Marketing
Boston College 2000 — 2004
BS, Finance and Marketing
Tapingo July 2015 - Present
International Studies Abroad (ISA) October 2013 - May 2015
LCG Associates June 2014 - August 2014
Publix Super Markets October 2009 - July 2010
Skills
Business, Economics, Automotive Journalism, Spanish, Journalism, Research, Qualitative Research, International Relations, Blogging, Microsoft Excel, Microsoft Office, Intercultural..., Microsoft Word
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Universitat Autònoma de Barcelona 2013 — 2013
LCG Associates October 2013 - Present
LCG Associates January 2013 - September 2013
Westhab, Inc. August 2009 - May 2012
Manhattanville College May 2009 - May 2012
Skills
Microsoft Office, Research, Auditing, Spreadsheets, Volunteer Management, Financial Analysis, Budgets, Outlook, Fundraising, Invoicing, Community Outreach, Data Analysis
Education
Manhattanville College 2008 — 2012
BA, Psychology, Minor in Finance
Hutto High School 2004 — 2008
Prudential Financial January 2015 - Present
Clarion Partners LLC January 2013 - January 2015
LCG Associates July 2011 - January 2013
Vanguard June 2010 - June 2011
Skills
Bloomberg, Fixed Income Analysis, Equity Research Analysis, Real Estate, Economics, Microsoft Excel, Microsoft Word, DCF Valuation, Asset Allocation, High Yield, ARGUS, Fixed Income, Equities, Investments, Due Diligence, Finance, Valuation, Financial Modeling, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Leases, Real Estate Private..., Mergers & Acquisitions, DCF, Equity Valuation, Alternative Investments, Commercial Real Estate, Investment Management, Investment Strategies, Private Equity, Acquisitions, Capital Markets
Education
Bloomsburg University of Pennsylvania 2007 — 2010
Bachelor of Science, Finance, 3.51
Jim Thorpe Area High School 2002 — 2006
College Prep, 4.0
LCG Associates December 2014 - Present
LCG Associates March 2008 - December 2014
CoastalStates Bank June 2007 - February 2008
Skills
Portfolio Management, Corporate Finance, Finance, Investments, Alternative Investments, Capital Markets, Credit, Analysis, Accounting, Microsoft Excel, Asset Allocation, Valuation, Asset Management, Financial Modeling, Bloomberg, Equities, Investment Strategies, Mutual Funds, Due Diligence
Education
University of Georgia - Terry College of Business 2004 — 2006
BBA, Finance
The University of Georgia 2002 — 2006
Bachelor of Business Administration, Banking and Finance
CBRE September 2015 - Present
BTG Capital January 2014 - September 2015
CBRE September 2014 - June 2015
LCG Associates June 2010 - December 2013
Goizueta Investors September 2007 - April 2010
Pi Kappa Phi Fraternity, Eta Chapter October 2006 - December 2009
Northwestern Mutual May 2009 - September 2009
Skills
Finance, Equities, Investments, Due Diligence, Financial Modeling, Portfolio Management, Strategic Financial..., Asset Management, Training, Asset Allocation, Public Speaking
Education
Georgia State University 2013 — 2014
Master of Science (M.S.), Real Estate
Emory University - Goizueta Business School 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Emory University 2006 — 2010
BBA, Finance
Convergent Wealth Advisors January 2014 - Present
Deutsche Bank Securities November 2010 - December 2013
LCG Associates June 2008 - August 2010
Skills
Investments, Asset Allocation, Capital Markets, Due Diligence, Investment Management, Strategic Financial..., Analysis, Wealth Management..., Institutional..., Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Morningstar
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Emory University 2004 — 2008
LCG Associates September 2003 - Present
LCG Associates October 1996 - September 2003
Mercer - Investments October 1991 - October 1996
SEI May 1990 - April 1991
Skills
Asset Management, Alternative Investments, Investments, Asset Allocation, Equities
Education
Clemson University - College of Business and Behavioral Science 1986 — 1989
Bachelor's Degree, Finance and Financial Management Services
LCG Associates AnalystHighland Associates; Birmingham, AL1994 - 1998
Highland Associates; Birmingham, AL 1994 - 1998
Education
Birmingham-Southern College 1989 — 1994
HR Advocates, Inc. August 1995 - Present
LCG Associates 1994 - 1995
PricewaterhouseCoopers 1988 - 1994
Aon Consulting 1982 - 1988
Ernst & Young 1981 - 1982
Skills
ERISA, Investment Advisory, Investments, Retirement, Defined Benefit, 401k, Employee Benefits, Retirement Plan..., Profit Sharing, Fiduciary Consulting, Pensions, Plan Design, Investment Consulting, Investment Advisory..., Business Planning, Defined Contribution, Mutual Funds, Mergers & Acquisitions, Retirement Planning, Qualified Retirement..., Fiduciary Management, Asset Allocation, Pension Administration, Financial Advisory, Benefits Administration, Financial Services, Investment Strategies, Deferred Compensation, Investment Management, Fixed Annuities, Alternative Investments, FINRA, Wealth Management, Equities, Benefits Design
Education
University of South Florida - College of Business Administration 1978 — 1981
Bachelor of Science (BS), Finance and Accounting
Berman Capital Advisors, LLC December 2014 - Present
Travel Sabbatical October 2013 - September 2014
Russell Investments September 2011 - September 2013
The Home Depot November 2010 - July 2011
The Home Depot May 2008 - November 2010
LCG Associates January 2006 - May 2008
Hewitt Associates June 2005 - January 2006
Skills
Investments, Portfolio Management, Superior Client Service, Investor Relations, Corporate Finance, Asset Allocation, Finance, Hedge Funds, Private Equity, Alternative Investments, Competitive Analysis, Forecasting, Analysis, CRM, Mutual Funds, Asset Management
Education
Georgia Institute of Technology 2001 — 2005
BS Management, Finance & Economics
CubeSmart January 2014 - Present
CubeSmart January 2012 - December 2013
CubeSmart June 2011 - December 2011
CubeSmart January 2010 - June 2011
CubeSmart May 2009 - October 2009
LCG Associates 2004 - 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration, Finance and Real Estate, Palmer Scholar (top 5%)
University of Tennessee-Knoxville 2000 — 2004
Bachelor of Science in Business Administration, Finance, 4.0
Relevance Advisors May 2012 - Present
EARNEST Partners April 2012 - October 2013
EARNEST Partners August 2005 - April 2012
LCG Associates October 1999 - August 2005
Hewitt Associates 1999 - 1999
Skills
Excel, Investments, Customer Relations, PowerPoint, Financial Analysis, Operations Management, Online Advertising, SEO, Digital Marketing, Securities, Sales, Portfolio Management, Microsoft Excel, Marketing, Fixed Income, Equities, Customer Service, Business Development, Bloomberg, Asset Management, Asset Allocation, Marketing Strategy, Social Media, New Business Development, Microsoft Office, Budgets, Finance, Data Analysis, Online Marketing, Social Media Marketing, Project Planning, Financial Reporting
Education
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance (Magna Cum Laude)
LCG Associates December 2012 - Present
Cook Children's Health Care System August 2010 - September 2012
Cambridge Associates May 2005 - July 2010
Cambridge Associates February 2002 - April 2005
Skills
Asset Management, Portfolio Management, Investments, Due Diligence, Investment Strategies, Asset Allocation, Excel, Fixed Income, Mutual Funds, Hedge Funds, Private Equity
Education
Washington State University 1999 — 2001
Bachelor's, Economics
Christopher Newport University 1997 — 1999
CAPTRUST 2005 - Present
Palmer & Cay Investment Services October 1999 - December 2005
Disciplined Investment Services 1994 - 1999
LCG Associates 1982 - 1994
Potomac Electric Power Company 1972 - 1982
Skills
Wealth Management..., Non-Qualified Deferred..., Retirement, Defined Benefit, 401k, Non-Qualified Plans
Education
Georgetown University Law Center 1970 — 1974
JD
University of Virginia - Darden Graduate School of Business Administration 1965 — 1967
MBA
University of Virginia 1960 — 1965
BEE, Electrical Engineering
Smithfield High School 1956 — 1960
diploma
LCG Associates January 2011 - Present
Penn Mutual August 2009 - December 2010
Principal Financial Group October 2005 - August 2009
Knight Investment & Management November 2007 - February 2009
US-Taiwan Business Council August 2004 - December 2004
Education
Mercer University - Eugene W. Stetson School of Business and Economics 2005 — 2007
MBA, Finance
University of South Carolina-Columbia 1999 — 2003
BA, Economics, Government and International Studies
Metis Global Partners November 2013 - Present
Brandes Investment Partners 2003 - November 2013
Lord Abbett & Co. LLC 1999 - 2002
LCG Associates 1995 - 1997
Watson Wyatt 1993 - 1995
Skills
Equities, Investment Management, Asset Allocation, Asset Managment, Equity Research, Leadership, Asset Management, Investment Strategies, Portfolio Management, Value Investing, Hedge Funds, Investments, Bloomberg, Equity Valuation, Fixed Income, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Investments/Finance
LCG Associates 1987 - Present
Portfolio Management Corp. 1997 - 1999
ADAM Investment Services 1990 - 1997
Leader Systems August 1983 - July 1987
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Strategies, Financial Analysis, Valuation, Due Diligence, Equities, Alternative Investments, Mutual Funds, IT Management, Programming, Relational Databases, System Architecture, Financial Modeling
Education
Georgia Institute of Technology 1971 — 1978
BS, Information and Computer Science
Wilson Hall 1970 — 1971
High School
137 Ventures August 2014 - Present
137 Ventures May 2014 - August 2014
UNC Management Company January 2014 - May 2014
UNC Management Company June 2011 - December 2013
LCG Associates June 2010 - June 2011
Hatteras Funds September 2009 - April 2010
Skills
Investments, Financial Analysis, Microsoft Office, Bloomberg, Microsoft Excel, Asset Allocation, Portfolio Management, Due Diligence, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BS, Business Administration
LCG Associates July 2000 - Present
Skills
Investments, Asset Allocation, Valuation, Bloomberg, Alternative Investments, Investment Strategies, Mutual Funds, Asset Management, Equities, Portfolio Management, Financial Modeling, Due Diligence, Investment Management, Series 7, Private Equity, Fund Of Funds
Education
University of Notre Dame 1996 — 2000
Self-Employed June 2012 - Present
Self Employed at Mt. Bethel Shepherd Center January 2007 - May 2012
Northwest Georgia Consortium Internship September 2005 - August 2006
Murphy-Harpst Children's Center September 2004 - June 2005
Atlanta Psychological Services September 2003 - 2005
Murphy-Harpst Children's Center June 2004 - August 2004
Murphy-Harpst Children's Center September 2003 - June 2004
North Point Psychology September 2002 - August 2003
LCG Associates January 1999 - December 2000
The Bridge, Inc. July 1998 - December 1998
Skills
Adolescents, Psychotherapy, Psychological Assessment, CBT, Therapists, Clinical Psychology, Child Development, Clinical Research, Learning Disabilities
Education
Georgia School of Professional Psychology at Argosy University Atlanta 2001 — 2006
PsyD, Clinical Psychology
Boston College 1994 — 1998
BA, Psychology
AAAS June 2013 - Present
Russ Reid Company August 2011 - November 2012
EDJ Associates, Inc. June 2006 - July 2011
LCG Associates June 1996 - November 2005
Education
George Mason University
Masters of Public Administration (MPA)
Hampton University 1987 — 1991
Biology
George Mason University
BA, Psychology
LCG Associates
Skills
Investments, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management, Fixed Income
Education
Canisius College 1997 — 2000
B.S., Finance
LCG Associates October 2009 - Present
LCG Associates August 2008 - October 2009
LCG Associates August 2003 - July 2008
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance
University of Michigan 1993 — 1996
AB, Political Science