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. 

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.