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.   

Dan joined ACG in 2014 as a Portfolio Analyst in our private client consulting group. His primary responsibilities include asset allocation analysis, investment manager due diligence, portfolio analysis, and general client support. Dan previously worked as a financial analyst for U.S. Bank Community Development Corporation and KeyBank Real Estate Capital. He graduated from the University of Missouri with a BS and an MBA 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.

Billy works as a Portfolio Analyst in our private client advisory practice.  His primary responsibilities include portfolio analysis, performance evaluation, investment manager searches and due diligence.  Prior to his current role, he was an analyst in our performance measurement group.  Prior to joining us full-time, he interned at ACG for two consecutive summers while he attended college.  Billy graduated from the University of Missouri-Columbia with a Bachelor's degree in Finance and a minor in Economics.  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.

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.

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. 

Aly joined ACG in 2019 as a Performance Analyst.  Her main responsibilities include data compilation, reconciliation and analysis, and performance reporting.  Aly graduated with a Bachelor of Science degree in Finance, and subsequently a Master of Science in Finance, both from the University of Missouri-Columbia.  Prior to joining ACG, she worked at Central Bank in Columbia, MO. 

Debbie joined ACG in 2004 as an Administrative Assistant supporting the consulting, research and performance staff. Previously, she was employed by Bank of America Capital Management as an assistant in strategic advisory services. Debbie has over 35 years of administrative investment experience.

Kathy joined ACG in 2007 as an Administrative Assistant supporting the research staff. Prior to joining ACG, Kathy spent 18 years managing government subsidized apartment complexes and five years managing a real estate office.

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.