Mitch is a Senior Consultant who has provided investment expertise and guidance to ultra-wealthy investor and family office clients, insurance and general corporations and foundations since he joined the firm in 2002. Mitch has over 39 years of experience in the public accounting, investment management and financial services industry. He is a member of ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Prior to joining ACG, Mitch orchestrated the investment advisory practice of Ernst & Young’s Midwest region where he consulted to institutional and high-net-worth clients and served on their national investment committee. Mitch received a BA in Accounting from the University of Missouri -  St. Louis and is a Certified Investment Management Analyst designee.

Chris is a Senior Consultant in our private client advisory practice where he is responsible for a wide array of client initiatives. He is also a member of ACG’s Investment Committee, which is tasked with ensuring continuity and consistency in the investment recommendations to our clients.  Prior to joining ACG, Chris was with a $3 billion high-net-worth family in Atlanta, GA, for 10 years, the last six of which he served as the investment manager. His responsibilities included coordinating investment strategy with the family's estate plan, overseeing all third-party investment managers and private equity and direct investments, and planning and executing family meetings and educational programs. Chris was previously a Senior Accountant/Financial Analyst with ING Group and prior to that was an Audit Staff/Senior Accountant with Price, Waterhouse in Washington, DC. He obtained his MS in Finance from the University of Colorado and his BSBA in Accounting from Georgetown University. Chris is a licensed CPA and a holder of the Chartered Financial Analyst designation. He is a member of the CFA Society of St. Louis and the CFA Institute. 

Nathan is a Consultant who works primarily with our institutional clients.  His responsibilities include collaborating with clients to develop investment policy, design and construct portfolios, conduct investment manager searches and due diligence, and provide evaluation of investment performance. He also participates in ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.  Before joining ACG, Nathan was an Equity Analyst for Wells Fargo, and prior to that role, he served as a Senior Accountant in public and private accounting. Nathan received his BSBA degree in Finance and Real Estate from the University of Missouri-Columbia and an MBA from the University of Missouri-St. Louis. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

Patty is a Portfolio Analyst in our institutional consulting group. Having been with the firm for 25 years, Patty brings valuable investment knowledge and technical expertise to our client relationships. Patty is responsible for portfolio analysis, investment manager review and ongoing due diligence, investment policy development and ongoing review, investment performance evaluation, custodian bank review and search, portfolio cost analysis, portfolio rebalancing and transition management. Patty is a graduate of the University of Missouri-St. Louis, with a degree in Business Administration and an emphasis in Finance.

Beth is a Consultant who works primarily with our institutional clients.  She works on all aspects of the client relationship, including plan design and investment policy development, investment manager review and due diligence, and ongoing portfolio analysis and performance evaluation.  Beth has over 14 years of experience in the financial services arena, where she has worked as an Investment Advisor Analyst for the Investment Management Consulting group at A.G. Edwards & Sons, as Vice President of Operations at Meramec Valley Bank, and as a Bank Examiner for the Missouri Division of Finance.  Beth earned her Bachelor of Arts degree in Finance from Truman State University and her MBA from Webster University.  She is a holder of the Charter Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

Alex is a Consultant who works closely with both private and institutional clients. In this role, he works on all aspects of the client relationship, including investment policy development, portfolio construction, investment manager due diligence, ongoing portfolio analysis, and performance evaluation. Prior to joining ACG in 2014, Alex worked for the Cerner Corporation, where he developed accounting software for healthcare systems, and the Kansas City Royals, where he conducted market research and revenue analysis for their sponsorship department. Alex graduated from Drury University with a Bachelor’s degree in Finance.  He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute. 

Jessica works as a Portfolio Analyst in our private client advisory practice. Her primary responsibilities include portfolio analysis, performance evaluation, investment manager searches and due diligence. Prior to her current role, Jessica was a member of the performance measurement group within ACG. Before joining ACG, Jessica worked as a Project Manager within asset and wealth management at Wachovia Bank in Winston-Salem, North Carolina. Jessica has a Bachelor of Science degree in Business Administration from Appalachian State University

As our Director of Research, Roger oversees the firm's research process.  He is also a member of Asset Consulting Group's Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.  Roger also works closely with a variety of clients to develop investment policy, and to design and construct portfolios.  Originally from South Africa, he has worked in the investment industry since 1993.  Prior to joining ACG, Roger held the position of Regional Investment Manager within Wells Fargo’s Wealth Management Group where he had responsibility for a team of investment managers overseeing $4 billion of client assets.  Roger previously served as Chief Investment Officer of A.G. Edwards Trust Company.  Prior to joining A.G. Edwards in 1999, he gained six years of institutional asset management experience in South Africa, including roles in portfolio management, security analysis and equity trading. Roger has an Honors Degree in Economics and a Bachelor of Commerce (Finance) from the University of Natal, South Africa. He is a holder of the Chartered Financial Analyst designation and a member of the CFA Society of St. Louis and the CFA Institute.

Joe joined ACG as an Analyst in our research group in 2005. He oversees the analysis, due diligence and reporting on illiquid investment strategies including real estate and private equity investments. He also participates in ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Prior to joining ACG, Joe performed in several roles for State Street Corporation, including serving as an Analyst specializing in mutual fund valuation issues. Joe has over 20 years of experience in the financial services industry. He is a graduate of Avila University with a Bachelor of Science degree in Accounting.

Bill works as a Senior Research Analyst focusing on the identification, analysis, and ongoing due diligence of non-US equity investment strategies.  Bill joined ACG in 2008 as a member of our consulting group, performing asset allocation reviews, investment manager due diligence, investment policy development and review, portfolio construction and analysis, and general client support services.  Prior to joining ACG, Bill worked at Wachovia Securities (A.G. Edwards), where during his tenure as a Research Analyst he was responsible for analyzing debt, equity and commodity sensitive asset classes, and his duties including collecting data, building analytical models to analyze the data, and making recommendations on his findings.  Bill received a Bachelor of Science in Economics degree with a Minor in Chemistry from the University Missouri-St. Louis and an MBA with an emphasis in Finance from Saint Louis University.  Bill brings over 28 years of industry experience to our clients.   

Jeff joined ACG in 2007 and is a Research Analyst. His primary responsibilities include collecting and analyzing data from investment managers and managing this information in ACG’s proprietary research database.  In addition, Jeff works closely with our hedge fund team to support ongoing monitoring and due diligence efforts. Jeff has a Bachelor of Arts in Business Administration degree with an emphasis in Finance from Lindenwood University.

Jonathan joined ACG in 2019 as a Research Analyst.  His primary responsibilities include analysis, due diligence, and reporting for illiquid investment strategies including private debt, private equity, and real assets.  Prior to joing ACG, Jonathan was a research associate at Mercer, previously Summit Strategies Group, where he conducted manager due diligence within private equity and real assets.  He previously served as a licensed trading represenative at Wells Fargo Advisors.  Jonathan holds a Bachelor of Science in Business Administration with a concetration in Finance and minor in Economics from Westminster College.  He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Insititute. 

Sophie joined ACG in 2020 as a Research Analyst. In this role she serves as a generalist, supporting the research team across the spectrum including data collection, capital markets research, and investment manager due diligence. Prior to joining us full time, Sophie worked as a summer intern at ACG where she worked with the performance measurement, research and consulting teams. Sophie graduated from Texas Christian University with a Bachelor of Science degree in Finance and a minor in Political Science.

Diane joined ACG in 1992, bringing significant investment accounting knowledge, client servicing, and technical experience to our performance and reporting process. Diane's primary responsibilities involve projects with a focus on developing and implementing processes and methodologies for data gathering, performance reporting, and portfolio evaluation. She has led initiatives such as system transitions, after-tax reporting, new performance monitoring templates, portfolio rebalancing, and new client implementation procedures. Prior to joining ACG, Diane’s experience with Boatmen's Trust Company as a Portfolio Evaluation Officer for seven years included responsibility for all non-custodial accounting and performance reporting. Diane earned her Bachelor in Business Management degree from the University of Phoenix.

John joined ACG in 2007 as a Performance Analyst. His primary responsibilities include compiling and reconciling data from custodian banks, analyzing the data, and interpreting the information into timely, customized client reports. John is a graduate of the University of Missouri-Columbia with a Bachelor’s degree in Personal Financial Planning.

J.T. joined ACG in 2015 as a Performance Analyst, after working as an intern in Performance and Reporting since July 2014.  His primary responsibilities include data compilation, reconciliation and analysis and performance reporting.  J.T. graduated in 2014 from Wabash College with a Bachelor of Arts degree in Mathematics.  He is a holder of the Chartered Financial Analysis designation and is a member of the CFA Society of St. Louis and the CFA Institute. 

Joey joined ACG in 2019 as a Performance Analyst.  His primary responsibilities include data compilation, reconciliation and analysis, and performance reporting.  Joey graduated from Lawrence University with a Bachelor of Science degree in Economics.  Prior to joining ACG, he worked at Stifel Nicolaus as a Senior Operations Specialist in the Branch/Client Service department.  Joey previously interned at ACG during one of his summer breaks while in college. 

Bobbie joined ACG in 2001 and performs several accounting functions within the firm including accounts payable and accounts receivable processing. She is also responsible for preparing and producing internal financial reports as well as assisting with regulatory and compliance issues. In addition to her finance and accounting role, Bobbie also assists the Performance Group where she collects and analyzes portfolio data and prepares customized client reports. Her previous employment included five years with a CPA firm.

Heidi joined ACG in 2018 as an Administrative Assistant supporting the consulting, research and performance staff.  Previously, she was employed by a non-profit organization in a marketing and communications role.  Heidi has over six years of marketing experience.