Mitch is a Senior Consultant who has worked with a number of P&C, life and workers’ compensation insurance entities since joining ACG in 2002.  He has over 30 years of experience in the public accounting, investment management and financial services industry.  He 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, Mitch was responsible for overseeing the investment advisory services practice of Ernst & Young’s Midwest area 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. 

Patty is a Portfolio Analyst in our institutional consulting group. Having been with the firm for 22 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.

Mike is a Consultant in our private client advisory practice.  Mike joined ACG in 2010 and spent more than seven years in our research group evaluating private equity and real estate funds.  Prior to joining ACG, Mike was a Manager in KPMG’s Transaction Services group specializing in financial and operational due diligence for private equity firms.  Mike received a BS in Accounting and an MBA in Finance from the Kelly School of Business at Indiana University.  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.    

Kevin is a Consultant who works closely with both Institutional and Private Investor Clients.  His primary responsibilities include asset allocation analysis, portfolio construction, investment policy development and review, investment manager searches and due diligence, portfolio analysis, implementation and rebalancing, and performance evaluation.  Prior to this role, he was part of the ACG's Research Team.  Kevin worked as a summer intern at ACG before joining us full-time.  He graduated from the University of Dayton with a Bachelor of Science degree in Finance.  Kevin 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

Alex is a Portfolio Analyst whose primary responsibilities include portfolio analysis, asset allocation reviews, performance evaluation, and manager due diligence. 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. 

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 15 years of experience in the financial services industry. He is a graduate of Avila University with a Bachelor of Science degree in Accounting.

Kathleen joined ACG in 2015 as a Senior Research Analyst.  She focuses on the identification, analysis, and ongoing due diligence of US small/mid cap equity investment strategies.  Before joining ACG, Kathleen served as Senior Equity Analyst at WallachBeth Capital, concentrating in the Medical Device and Equipment industries.  Prior to that, she worked in sell-side equity analysis at Leerink Swann, Susquehanna Investment Group, and Stifel Nicolaus.  Kathleen earned a BS in Business Economics and Finance with a minor in Mathematics from Southern Illinois University-Edwardsville.  She holds the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute. 

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. 

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.

Sarah joined ACG in 2006 as a Performance Analyst. Her responsibilities include collecting and analyzing portfolio data and preparing and reviewing customized client reports. Sarah graduated from Maryville University of Saint Louis in 2004 with a Bachelor of Science degree in Actuarial Science and a Bachelor of Science degree in Business Administration. Sarah completed her MBA in 2008 at Maryville University.

Haley joined ACG in 2016 as a Performance Analyst.  Her responsibilities include gathering data, calculating and reconciling returns and producing client reports.  Haley graduated with a Bachelor's degree in Finance from the University of Texas at Dallas where she was an avid contributor to the school's Student Managed Investment Fund.  She completed her Master of Science in Finance at Washington University in St. Louis with a concentration in Corporate Finance and Investments.  Before joining ACG, Haley served as a member of the Financial Analysis and Reporting team at Kellwood Company, an industry-wide leader in apparel manufacturing.  

Patrick joined ACG in 2018 as a performance analyst.  His primary responsibilities include data compilation, reconciliation, analysis and performance reporting.  He previously worked for Edward Jones as an intern in the cost basis department while attending graduate school. He graduated with a Bachelor’s degree in Economics and Finance at Southern Illinois University-Edwardsville. He also completed his Master of Science in Economics and Finance at Southern Illinois University-Edwardsville.
 

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.

Katie joined ACG in 2017 as an Office Coordinator, which includes organizing internal meetings and supporting the administrative staff.  Prior to joining ACG, Katie spent ten years as a senior account manager for an apparel company.  She has over 10 years of office administration experience.

John joined ACG in 2003 as a member of our information technology group. His responsibilities include software development, network administration, and technical support. Prior to joining the firm, John developed software and web applications for financial web sites. John is a graduate of Southeast Missouri State University with a Bachelor of Science degree in Computer Science.