Patti is a Senior Consultant who works closely with both institutional and private investor clients on investment policy development, asset allocation and portfolio construction, manager search and due diligence, performance evaluation and education. She 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. Patti has over 40 years of experience in the financial services arena, 23 of which were focused on equity market research, including her long tenure as Managing Director of Equity Research for Bank of America. Patti holds a BA in Finance and Marketing from the University of Missouri. She is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

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. 

LaDonna joined ACG in 2005.  As part of the performance reporting team, her focus is on managing complex client account structures, establishing procedures to accurately maintain client data, and preparing customized performance reports.  Prior to ACG, LaDonna spent 19 years in the institutional trust departments of both US Bank and Bank of America.  Her numerous roles included client relationship manager, daily valuation coordinator, and special projects consultant.  She holds a BS in Business Administration and Finance from Southern Illinois University – Edwardsville, as well as the Certified Employee Benefit Specialist (CEBS) designation. 

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. 

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.