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 35 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.

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. 

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.