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.

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. 

Daniel joined our firm in 2018.  As a Performance Analyst, Daniel is responsible for data compilation, reconciliation and analysis, and performance reporting.  Daniel graduated in 2017 from Southern Illinois University - Edwardsville with a Bachelor of Science degree in Finance and Economics. He previously attended the University of Oklahoma as a student-athlete running cross country and track.  Prior to joining ACG, he worked at Edward Jones as a Senior Accounting Specialist.