Management Team

Daniel C. Tarlas, CFA

Daniel C. Tarlas, CFA

Senior Managing Director

Dan co-manages ACG and oversees our private client advisory practice. As a Senior Managing Director, he helps to set the strategic direction of the firm. Dan is involved with new business development activities and ongoing client relationship management. Dan joined ACG in 1992 and has 39 years of investment industry experience. Dan is a member of 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. Dan received a degree in Communications from the University of Tulsa. 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.

George A. Tarlas, CFA

George A. Tarlas, CFA

Senior Managing Director

George co-manages ACG and oversees our Institutional business. As a Senior Managing Director, he helps to set the strategic direction of the firm. George is a member of ACG’s Investment Committee, which is comprised of senior members of the organization and whose primary task is to ensure continuity and consistency in the investment recommendations to our clients. George works with a broad array of client relationships and brings value to our clients through his strategic advisory, portfolio modeling and evaluation, and ongoing education. Prior to joining our firm in 1996, George was a Vice President for Gershman Investment Corp. in St. Louis. He brings a background in finance and real estate, and earned his finance degree from the University of Colorado. George is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

Donald J. Mueth, CFA

Donald J. Mueth, CFA

Managing Director
Don serves as ACG's Director of Operations. He began his career in the financial services industry in 1984. Prior to joining the firm, Don was a Vice President with Walnut Street Securities where he developed their investment management and research divisions. Don also has significant experience trading fixed income securities and managing client relationships. He is 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. He holds a degree in Business Administration with an emphasis in Finance from the University of Missouri-St. Louis. Don is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.
Jason C. Pulos, CFA, JD

Jason C. Pulos, CFA, JD

Managing Director

Jason works primarily with the firm's institutional clients. His work involves assisting clients with developing investment policy, asset allocation and portfolio construction, and leading manager search and due diligence efforts. Jason is the firm's Compliance Officer and is a member of the 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. Jason received his Law Degree from St. Louis University, his Bachelor's Degree from the University of Missouri and holds the Chartered Financial Analyst designation. He is a member of the Missouri and Illinois Bar Association, the National Association of Public Pension Attorneys, the CFA Society of St. Louis, and the CFA Institute.

Haley M. Rives, CFA

Haley M. Rives, CFA

Managing Director
Haley is a Senior Consultant with significant experience working with both institutional entities and private clients. She collaborates with our clients to develop investment policy, design and construct portfolios, conduct investment manager searches and due diligence, and provide evaluation of investment performance. Haley is a member of 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, she was an investment analyst at Moneta Group and was responsible for due diligence and ongoing monitoring of actively managed equity and fixed income investment alternatives for high-net-worth and institutional clients. Haley holds a Bachelor of Science in Finance from the University of Illinois and an MBA from Washington University in St. Louis. She is a holder of the Chartered Financial Analyst designation and a member of the CFA Society of St. Louis and the CFA Institute. She is also a member of the St. Louis Women in Investments Network.
Roger J. Willis, CFA

Roger J. Willis, CFA

Managing Director
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.

Consulting

Mitch H. Boraz, CIMA®

Mitch H. Boraz, CIMA®

Director
Mitch is a Senior Consultant who has provided investment expertise and guidance to ultra-wealthy investor and family office clients, insurance and general corporations and foundations since he joined the firm in 2002. Mitch has over 39 years of experience in the public accounting, investment management and financial services industry. He is a member of 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 orchestrated the investment advisory practice of Ernst & Young’s Midwest region 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.
Patricia M. Haffner, CFA

Patricia M. Haffner, CFA

Director

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.

Chris A. Lowry, CFA, CPA

Chris A. Lowry, CFA, CPA

Director

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. 

Nathan R. Burk, CFA

Nathan R. Burk, CFA

Director
Nathan is a Consultant who works primarily with our institutional clients.  His responsibilities include collaborating with clients to develop investment policy, design and construct portfolios, conduct investment manager searches and due diligence, and provide evaluation of investment performance. 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.  Before joining ACG, Nathan was an Equity Analyst for Wells Fargo, and prior to that role, he served as a Senior Accountant in public and private accounting. Nathan received his BSBA degree in Finance and Real Estate from the University of Missouri and an MBA from the University of Missouri-St. Louis. 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.
Michael P. Hotz, CFA

Michael P. Hotz, CFA

Director
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. He is a member of 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, 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.   
Patricia J. Karolczak

Patricia J. Karolczak

Vice President
Patty is a Portfolio Analyst in our institutional consulting group. Having been with the firm for 25 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.
Phineas W. Troy, CFA

Phineas W. Troy, CFA

Vice President
Phinney is a Consultant who advises both institutional and private clients on investment policy, strategic and tactical asset allocation, optimal investment structure, and manager selection. He monitors and evaluates performance of the total fund, asset allocation, and investment managers. Before joining ACG, Phinney was a Principal at Mercer working with numerous institutional clients and was responsible for investment planning, asset allocation modeling, manager research and investment selection. Phinney received his BA degree in Finance and an MBA from the University of Missouri. 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.
Elizabeth A. Bowen, CFA

Elizabeth A. Bowen, CFA

Vice President
Beth is a Consultant who works primarily with our institutional clients.  She works on all aspects of the client relationship, including plan design and investment policy development, investment manager review and due diligence, and ongoing portfolio analysis and performance evaluation.  Beth has over 14 years of experience in the financial services arena, where she has worked as an Investment Advisor Analyst for the Investment Management Consulting group at A.G. Edwards & Sons, as Vice President of Operations at Meramec Valley Bank, and as a Bank Examiner for the Missouri Division of Finance.  Beth earned her Bachelor of Arts degree in Finance from Truman State University and her MBA from Webster University.  She is a holder of the Charter Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.
C. Kevin Moore, CFA

C. Kevin Moore, CFA

Vice President
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.   
Alexander M. Nixon, CFA

Alexander M. Nixon, CFA

Vice President
Alex is a Consultant who works closely with both private and institutional clients. In this role, he works on all aspects of the client relationship, including investment policy development, portfolio construction, investment manager due diligence, ongoing portfolio analysis, and performance evaluation. 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. 
Daniel E. Flynn, CFA

Daniel E. Flynn, CFA

Portfolio Analyst
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.
Jessica M. Kuhlman

Jessica M. Kuhlman

Portfolio Analyst
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
William K. Melvin, CFA

William K. Melvin, CFA

Portfolio Analyst
Bill 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.  Bill graduated from the University of Missouri 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.
M. Casey Hackett

M. Casey Hackett

Portfolio Analyst
Casey is a Portfolio Analyst responsible for portfolio analysis, investment manager review and due diligence, investment policy development, performance evaluation and rebalancing of client portfolios. Prior to joining ACG, Casey was a Client Service Manager at Kennedy Capital Management where she primarily worked with institutional clients, consultants, and the equity investment team. Before her six plus years at Kennedy, she worked with high net worth clients at Moneta Group. Casey graduated from Saint Louis University with a Bachelor of Science in Business Administration with a Concentration in Finance. Casey holds the CFA Institute Certificate in ESG Investing.
Patrick E. Miller, CFA

Patrick E. Miller, CFA

Portfolio Analyst
Patrick is a Portfolio Analyst responsible for portfolio analysis, investment manager review and due diligence, investment policy development, performance evaluation and rebalancing of client portfolios. He joined ACG in 2018 as a performance analyst. Patrick 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. Patrick also completed his Master of Science in Economics and Finance at Southern Illinois University-Edwardsville. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

Research

Thomas J. Janisch, CFA

Thomas J. Janisch, CFA

Director
Tom joined ACG in 2001 and is a senior member of our research team. He is primarily responsible for manager identification, due diligence, and selection and monitoring of long/short equity and equity-based event driven hedge fund managers. Tom also helps coordinate manager research and due diligence of traditional equity asset classes. Tom is 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. Prior to joining our firm, Tom spent several years working with distressed companies and trustees at the United States Bankruptcy Court. Prior to that, he spent four years at Price Waterhouse performing financial analysis and strategic planning. Tom earned his MBA from Washington University in St. Louis and his BA (Cum Laude) from St. Louis 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.
Joseph F. Nugent

Joseph F. Nugent

Director
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 20 years of experience in the financial services industry. He is a graduate of Avila University with a Bachelor of Science degree in Accounting.
Craig Coleman II, CIMA®

Craig Coleman II, CIMA®

Vice President
Craig joined ACG in 2021 as a research analyst.  He oversees the long-only research efforts for global equity and global fixed income and collaborates with consultants and clients to provide idea generation across all long-only asset classes. Craig previously served as a Principal and Senior Investment Consultant at Mercer where he was responsible for advising clients on asset allocation, investment manager selection and strategy implementation. Craig also served on the Domestic Equity Ratings Review Committee and Equity Strategic Research team. Prior to its acquisition by Mercer in 2018, Craig was with Summit Strategies Group for seven years where he served multiple roles within investment consulting and public market research where he was the team leader. Craig holds a bachelor’s degree in finance from Southeast Missouri State University. He has also earned Certified Investment Management Analyst (CIMA®) designation.
Nicholas A. Petges, CFA

Nicholas A. Petges, CFA

Vice President
Nick joined ACG in 2007 as an Analyst in our research group focusing on the identification, due diligence and analysis of investment strategies. Prior to joining ACG, he was employed with Citigroup as a Financial Analyst, where he directed the financial evaluation and assessment of third-party suppliers. Nick earned his Master of Science degree in Finance from Saint Louis University and holds a Bachelor of Science degree from Purdue University. Nick is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.
William A. Rorie

William A. Rorie

Vice President
Bill works as a Senior Research Analyst focusing on the identification, analysis, and ongoing due diligence of non-US equity investment strategies.  Bill joined ACG in 2008 as a member of our consulting group, performing asset allocation reviews, investment manager due diligence, investment policy development and review, portfolio construction and analysis, and general client support services.  Prior to joining ACG, Bill worked at Wachovia Securities (A.G. Edwards), where during his tenure as a Research Analyst he was responsible for analyzing debt, equity and commodity sensitive asset classes, and his duties including collecting data, building analytical models to analyze the data, and making recommendations on his findings.  Bill received a Bachelor of Science in Economics degree with a Minor in Chemistry from the University Missouri-St. Louis and an MBA with an emphasis in Finance from Saint Louis University.  Bill brings over 28 years of industry experience to our clients.   
Daniel S. Pogue, CFA

Daniel S. Pogue, CFA

Vice President
Dan joined ACG in 2020 as a Research Analyst on our private markets team. His primary responsibilities include analysis, due diligence, and reporting for illiquid investment strategies including private equity and real assets. Prior to his role at ACG, Dan was a principal at Mercer, where he conducted investment research and due diligence on private equity and real assets strategies. Dan holds a Bachelor of Science in Business Administration with a concentration in Finance and Banking from the University of Missouri. He is a holder of the Chartered Financial Analyst designation and a member of the CFA Society of St. Louis and the CFA Institute.
Jeffrey P. Hasemeier

Jeffrey P. Hasemeier

Research Analyst
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.
Roy A. F. Michaud

Roy A. F. Michaud

Research Analyst
Roy joined ACG in 2010 and is a Research Analyst. His primary responsibilities include maintaining and enhancing ACG’s proprietary asset allocation modeling software. In addition, Roy works closely with our equity and fixed income analysts to support ongoing monitoring and due diligence efforts. Roy received a Bachelor of Science in Mathematics from Truman State University and his MBA from the University of Missouri.
Jonathan M. Haller, CFA

Jonathan M. Haller, CFA

Research Analyst

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. 

Ryan M. Siebers, CFA

Ryan M. Siebers, CFA

Research Analyst
Ryan joined ACG in 2019 as a Research Analyst. His responsibilities include the identification, analysis, and ongoing due diligence of US large cap investment strategies. Prior to joining ACG, Ryan worked at Stifel Nicolaus where he conducted manager due diligence for the firm’s separate account strategy offerings. Ryan earned a BS in Business Administration from Murray State University in Kentucky. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.
Patrick J. Keeley, CFA

Patrick J. Keeley, CFA

Research Analyst
Patrick joined ACG in 2022 as a Research Analyst. His responsibilities include the identification, analysis, and ongoing due diligence of fixed income investment strategies. Prior to joining ACG, Patrick worked at Elementum Advisors, a Chicago-based investment firm focused on natural catastrophe reinsurance, where he was primarily involved in catastrophe bond investment research, due diligence, and trading. He is a graduate of Marquette University with a BS in Finance and was a member of the Applied Investment Management program. 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.

Performance and Administration

Diane K. Bryant

Diane K. Bryant

Director
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 K. Scheidker

Sarah K. Scheidker

Vice President
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.
John G. Rogers

John G. Rogers

Senior Performance Analyst
John joined ACG in 2007 as a Performance Analyst. His primary responsibilities include compiling and reconciling data from custodian banks, analyzing the data, and interpreting the information into timely, customized client reports. John is a graduate of the University of Missouri with a Bachelor’s degree in Personal Financial Planning.
LaDonna M. Brooks

LaDonna M. Brooks

Performance Analyst

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. 

J.T. Miller, CFA

J.T. Miller, CFA

Performance Analyst
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. 
Joseph S. Luongo

Joseph S. Luongo

Performance Analyst

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. 

Sophie M. Hibbard

Sophie M. Hibbard

Performance Analyst
As a Performance Analyst, Sophie’s primary responsibilities include data compilation, reconciliation and analysis, and performance reporting. She joined ACG in 2020 as a Research Analyst. In this role she served as a generalist, supporting the research team across the spectrum including data collection, capital markets research, and investment manager due diligence. Prior to joining us full time, Sophie worked as a summer intern at ACG where she worked with the performance measurement, research and consulting teams. Sophie graduated from Texas Christian University with a Bachelor of Science degree in Finance and a minor in Political Science.
Clay M. Jones, CFA

Clay M. Jones, CFA

Performance Analyst
Clay joined ACG in 2022 as a performance analyst. His primary responsibilities include data compilation, reconciliation, analysis, and performance reporting. He previously worked for Pinnacle Consulting as an income tax and investment accountant. He graduated with a bachelor’s degree in Business Administration: Finance from the University of Tennessee at Chattanooga. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.
Debra E. McMillen

Debra E. McMillen

Senior Associate
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 40 years of administrative investment experience.
Bobbie J. Weeks

Bobbie J. Weeks

Senior Analyst
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.
Kathy A. Acre

Kathy A. Acre

Associate
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 M. Schertzer

Heidi M. Schertzer

Communications Associate

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.