LCG Associates

LCG Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LCG Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.

LCG Associates Salaries. You can even request information on how much does LCG Associates pay if you want to. Learn about salaries, pros and cons of working for LCG Associates directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

56 LCG Associates employees in database. Find out everything there's to know about LCG Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

LCG Associates Employees

Employee
Years
Job
Industry
Natalie Otterson Natalie Otterson Greater Atlanta Area Details
Natalie Otterson's LCG Associates Experience May 2013 - August 2013
Job Account Coordinator at Anthem Worldwide
Industry Marketing and Advertising
Experience
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

Neelma Dhanani Neelma Dhanani Greater Atlanta Area Details
Neelma Dhanani's LCG Associates Experience October 2014 - Present
Job Performance Analyst at LCG Associates
Industry Financial Services
Experience
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)

Claire Chotiner Claire Chotiner Mableton, Georgia Details
Claire Chotiner's LCG Associates Experience May 2007 - Present
Job Vice President at LCG Associates
Industry Financial Services
Experience
LCG Associates   May 2007 - Present

Education
University of Georgia - Terry College of Business   1997 — 2001
Bachelor of Business Administration (BBA), International Business

Brian Hilderbrand, CFA Brian Hilderbrand, CFA Atlanta, Georgia Details
Brian Hilderbrand, CFA's LCG Associates Experience 2006 - 2008
Job Research Associate at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
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

Aaron Rosen, CFA Aaron Rosen, CFA Greater San Diego Area Details
Aaron Rosen, CFA's LCG Associates Experience July 2005 - August 2006
Job Vice President, Research; Director of Due Diligence at Lucia Capital Group
Industry Investment Management
Experience
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

Arti Lalwani Arti Lalwani Atlanta, Georgia Details
Arti Lalwani's LCG Associates Experience July 2013 - July 2015
Job Senior Inside Sales Representative at Arrow Electronics
Industry Financial Services
Experience
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

Alicia Sher Alicia Sher Greater Atlanta Area Details
Alicia Sher's LCG Associates Experience January 2003 - February 2013
Job Portfolio Advisor/Operations at Nova Wealth Management Group
Industry Financial Services
Experience
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

Daniyal Inamullah Daniyal Inamullah Houston, Texas Area Details
Daniyal Inamullah's LCG Associates Experience June 2010 - December 2010
Job Senior Transaction Advisory Services at EY
Industry Financial Services
Experience
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

Scott Sheely Scott Sheely Atlanta, Georgia Details
Scott Sheely's LCG Associates Experience August 2015 - Present
Job Investment Analyst at LCG Associates
Industry Investment Management
Experience
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

Brock Howard, CFA Brock Howard, CFA Tallahassee, Florida Details
Brock Howard, CFA's LCG Associates Experience January 2013 - May 2015
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Zac Heacker Zac Heacker Atlanta, Georgia Details
Zac Heacker's LCG Associates Experience May 2012 - November 2012
Job Business Intelligence Specialist at Nexidia
Industry Information Technology and Services
Experience
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

Sisi Xiang Sisi Xiang Birmingham, Alabama Area Details
Sisi Xiang's LCG Associates Experience May 2011 - December 2011
Job Consumer Credit Risk Analyst at Regions Financial Corporation
Industry Financial Services
Experience
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

Shannon Essigmann Shannon Essigmann Greater Atlanta Area Details
Shannon Essigmann's LCG Associates Experience January 2012 - July 2012
Job Ministering to Children & Families
Industry Religious Institutions
Experience
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

John Hess, CFA John Hess, CFA Atlanta, Georgia Details
John Hess, CFA's LCG Associates Experience June 2009 - December 2011
Job Institiutional investment research on demand
Industry Investment Management
Experience
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

Flynn Allen Bridges III Flynn Allen Bridges III Greater New York City Area Details
Flynn Allen Bridges III's LCG Associates Experience July 2008 - March 2012
Job New York City Hedge Fund Relationship Manager / Sales at Bloomberg LP
Industry Financial Services
Experience
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

Eric Huff, CFA, CAIA Eric Huff, CFA, CAIA Greater Atlanta Area Details
Eric Huff, CFA, CAIA's LCG Associates Experience October 2013 - Present
Job Vice President Marketable Manager Research at LCG Associates
Industry Financial Services
Experience
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

Kyle Kirk, CFA Kyle Kirk, CFA New York, New York Details
Kyle Kirk, CFA's LCG Associates Experience November 2008 - May 2010
Job High Yield Sector Strategy Associate
Industry Financial Services
Experience
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

Kathy Craig Kathy Craig Atlanta, Georgia Details
Kathy Craig's LCG Associates Experience August 2010 - Present
Job Receptionist, Office Manager at LCG Associates
Industry Investment Management
Experience
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

Paige Todd Paige Todd Greater Atlanta Area Details
Paige Todd's LCG Associates Experience September 2006 - December 2006
Job Director, Customer Operations at Experience LLC
Industry Internet
Experience
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

Sean DeChane, CFA Sean DeChane, CFA Atlanta, Georgia Details
Sean DeChane, CFA's LCG Associates Experience August 2011 - June 2015
Job Financial Analyst at Sea Oats Group
Industry Financial Services
Experience
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

Patrick Grahek Patrick Grahek New York, New York Details
Patrick Grahek's LCG Associates Experience May 2013 - August 2013
Job Analyst at BBVA Securities
Industry Capital Markets
Experience
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

Caroline (Carrie) Johnson Caroline (Carrie) Johnson Greater Atlanta Area Details
Caroline (Carrie) Johnson's LCG Associates Experience June 2015 - July 2015
Job Student at Saint Mary's College
Industry Financial Services
Experience
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

Lindsea Cornelison Lindsea Cornelison Washington D.C. Metro Area Details
Lindsea Cornelison's LCG Associates Experience October 2013 - December 2014
Job Executive Assistant at SIFMA
Industry Public Policy
Experience
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

Nicholas Bullard Nicholas Bullard Chattanooga, Tennessee Area Details
Nicholas Bullard's LCG Associates Experience June 2015 - July 2015
Job President & Chief Investment Strategist SMILE Fund
Industry Financial Services
Experience
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

Jack Piasio Jack Piasio Johnstown, Pennsylvania Area Details
Jack Piasio's LCG Associates Experience June 2012 - August 2012
Job Risk Management Analyst at Nomura Securities
Industry Investment Banking
Experience
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

Timothy Leslie Timothy Leslie Greater Atlanta Area Details
Timothy Leslie's LCG Associates Experience 2004 - 2005
Job MBA, PMP, Business Consultant, Partnerships, Strategic Advisory and Value Creation
Industry Management Consulting
Experience
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

Alex DuPont Alex DuPont Marietta, Georgia Details
Alex DuPont's LCG Associates Experience June 2014 - August 2014
Job Campus Launch Associate at Tapingo
Industry Marketing and Advertising
Experience
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

Inayah Thomas Inayah Thomas Greater Atlanta Area Details
Inayah Thomas's LCG Associates Experience October 2013 - Present
Job Performance Analyst at LCG Associates
Industry Financial Services
Experience
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

Keith Alan Hontz Jr, CFA Keith Alan Hontz Jr, CFA Greater New York City Area Details
Keith Alan Hontz Jr, CFA's LCG Associates Experience July 2011 - January 2013
Job Real Estate Portfolio Management at Prudential Financial
Industry Real Estate
Experience
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

Justin Louthen Justin Louthen Greater Atlanta Area Details
Justin Louthen's LCG Associates Experience December 2014 - Present
Job Consultant at LCG Associates
Industry Investment Management
Experience
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

Eric Bevilacqua Eric Bevilacqua Cleveland/Akron, Ohio Area Details
Eric Bevilacqua's LCG Associates Experience June 2010 - December 2013
Job Associate at CBRE
Industry Real Estate
Experience
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

Jonathan Rosner Jonathan Rosner Washington D.C. Metro Area Details
Jonathan Rosner's LCG Associates Experience June 2008 - August 2010
Job Investment Management Associate at Convergent Wealth Advisors
Industry Financial Services
Experience
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

Brian Falco Brian Falco Dallas/Fort Worth Area Details
Brian Falco's LCG Associates Experience September 2003 - Present
Job Senior Vice President and Principal at LCG Associates
Industry Investment Management
Experience
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

Tony Daniel Tony Daniel Greater Atlanta Area Details
Tony Daniel's LCG Associates Experience AnalystHighland Associates; Birmingham, AL1994 - 1998
Job Consultant at LCG Associates
Industry Investment Management
Experience
LCG Associates   AnalystHighland Associates; Birmingham, AL1994 - 1998
Highland Associates; Birmingham, AL   1994 - 1998

Education
Birmingham-Southern College   1989 — 1994

Nancy Lorenzen Nancy Lorenzen Tampa/St. Petersburg, Florida Area Details
Nancy Lorenzen's LCG Associates Experience 1994 - 1995
Job President, HR Advocates, Inc.
Industry Human Resources
Experience
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

Lauren West, CFA Lauren West, CFA Greater Atlanta Area Details
Lauren West, CFA's LCG Associates Experience January 2006 - May 2008
Job Investment Analyst at Berman Capital Advisors, LLC
Industry Investment Management
Experience
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

Daniel Ruble, CFA Daniel Ruble, CFA Greater Philadelphia Area Details
Daniel Ruble, CFA's LCG Associates Experience 2004 - 2007
Job Marketing, Real Estate, & Investment Management Professional
Industry Real Estate
Experience
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

Christy Malcom Christy Malcom Greater Atlanta Area Details
Christy Malcom's LCG Associates Experience October 1999 - August 2005
Job Account Director at Relevance Advisors
Industry Online Media
Experience
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)

Rowan Harmer Rowan Harmer Greater Atlanta Area Details
Rowan Harmer's LCG Associates Experience December 2012 - Present
Job Consultant at LCG Associates
Industry Investment Management
Experience
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

Vic Bell Vic Bell Greater Atlanta Area Details
Vic Bell's LCG Associates Experience 1982 - 1994
Job Managing Principal at CAPTRUST
Industry Investment Management
Experience
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

Christian A. Schaffner Christian A. Schaffner Greater Atlanta Area Details
Christian A. Schaffner's LCG Associates Experience January 2011 - Present
Job Investment Analyst
Industry Financial Services
Experience
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

Machel Allen, CFA Machel Allen, CFA Greater San Diego Area Details
Machel Allen, CFA's LCG Associates Experience 1995 - 1997
Job President and Chief Investment Officer at Metis Global Partners
Industry Investment Management
Experience
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

Jared Shope Jared Shope Greater Atlanta Area Details
Jared Shope's LCG Associates Experience 1987 - Present
Job VP at LCG Associates
Industry Financial Services
Experience
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

Nicholas Procaccini Nicholas Procaccini San Francisco, California Details
Nicholas Procaccini's LCG Associates Experience June 2010 - June 2011
Job Associate at 137 Ventures
Industry Venture Capital & Private Equity
Experience
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

Adam Laubacker, CAIA Adam Laubacker, CAIA Greater Atlanta Area Details
Adam Laubacker, CAIA's LCG Associates Experience July 2000 - Present
Job VP at LCG Associates
Industry Financial Services
Experience
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

Susan Sevier Buffington, PsyD Susan Sevier Buffington, PsyD Greater Atlanta Area Details
Susan Sevier Buffington, PsyD's LCG Associates Experience January 1999 - December 2000
Job Licensed Clinical Psychologist at SelfEmployed
Industry Individual & Family Services
Experience
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

Cody P. Bridges Cody P. Bridges Washington D.C. Metro Area Details
Cody P. Bridges's LCG Associates Experience June 1996 - November 2005
Job Senior Project Administrator at AAAS
Industry Marketing and Advertising
Experience
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

Katalin Egyed, CFA, CAIA Katalin Egyed, CFA, CAIA Greater Atlanta Area Details
Katalin Egyed, CFA, CAIA's LCG Associates Experience
Job Vice President at LCG Associates
Industry Financial Services
Experience
LCG Associates  

Skills
Investments, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management, Fixed Income

Education
Canisius College   1997 — 2000
B.S., Finance

David Emerson, CFA, CAIA David Emerson, CFA, CAIA Greater Atlanta Area Details
David Emerson, CFA, CAIA's LCG Associates Experience October 2009 - Present
Job Senior Vice President and Principal at LCG Associates
Industry Financial Services
Experience
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