Who We Are | LMCG Investments

Investment Analyst, Equity Investment Team

Allie Birrell, CFA

Allie joined LMCG in 2020 and serves as an Investment Analyst for our Equity Investment Team. Prior to joining LMCG, Allie worked at Wellington Management Company and FactSet Research Systems. Allie graduated with a degree in Finance and Liberal Studies from Bentley University and is a CFA Charterholder.

Senior Associate, Client Service

Lizbeth Calderon-Munson

Lizbeth joined LMCG in 2023 and serves as Senior Associate, Client Service. Prior to joining LMCG, Lizbeth was an Assistant VP and Senior Private Lending Administrator at SVB Private, an FCB Company. She graduated from Boston University with a B.A. in History.

Partner, Public Fund Marketing

Thomas Capobianco

Tom joined LMCG in 2009 and serves as Partner, Public Fund Marketing. Prior to joining LMCG, Tom worked at Independence Investments, LLC and State Street Global Advisors. Tom graduated with a B.S. from Fitchburg State College. Tom is a founder and former board member of the Connecticut Public Pension Forum, Massachusetts Public Pension Forum and Georgia Association of Public Pension Trustees Affiliate Advisory Committee. Tom is a former member of the Florida Public Pension Trustee Association Advisory Board. He also maintains his Series 7 & 63 licenses.

Director Client Service, Wealth Management

Patricia A. Chisholm

Patty joined LMCG in 2003 and serves as Director of Client Service, Wealth Management. Prior to joining LMCG, Patty worked for more than 30 years in client service at Scudder, Stevens & Clark. Patty graduated from Suffolk University with a B.S. in Finance.

Director, Marketing & Investor Relations

Alli Coughlin

Alli joined LMCG in 2018 and serves as Director, Marketing and Investor Relations. Prior to joining LMCG, Alli worked at Cambridge Associates and Duet Asset Management. Alli graduated with a B.S. in Finance from Bryant University and was a member of the Women’s Division 1 Lacrosse team. Alli maintains her Series 7 & 63 licenses.

Senior Associate, Investor Relations

Jordan Cram

Jordan joined LMCG in 2017 and serves as Senior Associate, Investor Relations. Prior to her current focus on Investor Relations, Jordan worked on the Marketing and Client Service teams at LMCG. Jordan graduated with a B.S. in Economics from Trinity College and earned her MBA from The Carroll School of Management at Boston College. Jordan maintains her Series 7 & 63 licenses.

Senior Associate, Operations

Breanne Dennis

Breanne Dennis joined LMCG in 2016 and serves as Senior Associate, Operations. Prior to joining LMCG, she served as a financial analyst in Wealth Management Services at State Street Corporation. Breanne received her bachelor’s degree from the University of Massachusetts with majors in both Finance and Operations Management.

Managing Partner, Trading & Operations

John Despotopulos

John joined LMCG in 2000 and currently serves as Managing Partner, Trading and Operations. Prior to joining LMCG, John worked at AEW Capital Management. John graduated with a B.S. in Finance from Worcester State College and earned his MBA from Nichols College.

Partner, Portfolio Manager, Serenitas Investment Team

Andreas Eckner, Ph.D.

Andreas joined LMCG in 2015 and serves as Portfolio Manager, Serenitas Investment Team. Prior to joining LMCG, Andreas co-founded Serenitas Capital, which was acquired by LMCG. Previously, he worked at Merrill Lynch, ERSTE Bank, and Goldman Sachs. Prior to joining the financial industry, Andreas was at Stanford University where he completed a Ph.D. in Statistics and served on the admissions committee for the M.S. program in Financial Mathematics. His research on credit risk modeling and credit derivatives pricing has been published in the Journal of Finance and Journal of Computational Finance, and was mentioned in reports by the Bank of International Settlement and the European Central Bank. He is the winner of the “Swiss Finance Institute Outstanding Paper Award” and of a gold medal at the 30th International Chemistry Olympiad.

Director, Finance

Jamie Estes

Jamie joined LMCG in 2023 and serves as Director of Finance. Prior to joining LMCG, Jamie worked at Easterly Asset Management. Jamie is a graduate of Gordon College and earned her MBA from Southern New Hampshire University.

Senior Associate, Compliance

Antonio Fernandes, IACCP®

Tony joined LMCG in 2005 and serves as Senior Associate, Compliance. Prior to joining LMCG, Tony worked at Winn Management and served 8 years with the US Army and Massachusetts National Guard. He earned the Investment Adviser Certified Compliance Professional (IACCP®) designation.

Senior Associate, Information Technology

Helio Fonseca

Helio joined LMCG in 2013 and serves as Senior Associate, Information Technology. Prior to joining LMCG, Helio worked at Colospace as a Senior Systems Engineer. Helio graduated with a B.S. in Information Technology with a focus in System Administration from the University of Massachusetts, Boston. He earned his M.S in Information Technology with a focus in Cybersecurity from the University of Massachusetts as well.

Portfolio Manager, Wealth Management

Scott Gillespie, CFA

Scott Gillespie joined LMCG in 2023 and serves as Portfolio Manager for LMCG’s Wealth Management team. Scott brings over a decade of experience in the wealth management space, most recently as a Portfolio Manager and Wealth Advisor at Artemis Financial Advisors. Scott will be working alongside Jake Layton and Nan-Marie Jaeger building and implementing customized investment portfolios and solutions for LMCG’s private clients. Scott graduated from Wake Forest University and is a CFA Charterholder.

Partner, Portfolio Manager, Wealth Management

James Gribbell, CFA

Jim joined LMCG in 2006 and serves as Portfolio Manager, Wealth Management. Prior to joining LMCG, Jim worked at Babson Capital and Merrill Lynch. Jim graduated from The Wharton School at the University of Pennsylvania and is a CFA Charterholder.

Partner, Portfolio Manager, Fixed Income Investment Team

Matthew Guleserian, CFA

Matt joined LMCG in 2008 and serves as Partner, Portfolio Manager for LMCG’s Fixed Income investment team. Prior to joining LMCG, Matt worked at RBS Citizens Financial Group, White Mountain Advisors LLC, and David L. Babson & Company. Matt graduated with a B.S. in Finance and Investments from Babson College and earned his MBA from Babson as well. Matt is a CFA Charterholder.

Managing Director, Wealth Management

John Harrington, CFA

John joined LMCG in 2015 and serves as Managing Director, Wealth Management and is responsible for client service. Prior to joining LMCG, John worked at Rampart Investments, Schroders, Wellington Management and Rogers Casey. John graduated with a B.A. from the University of Michigan and earned his MBA from the University of Connecticut. John is a CFA Charterholder.

Partner, Portfolio Manager, Serenitas Investment Team

Guillaume Horel, Ph.D.

Guillaume joined LMCG in 2015 and serves as Portfolio Manager, Serenitas Investment Team. Prior to joining LMCG, Guillaume co-founded Serenitas Capital, which was acquired by LMCG. Previously, he worked at Merrill Lynch and Goldman Sachs. Guillaume graduated with a degree in Economics from Panthéon-Sorbonne University in Paris. He holds a M.S. in Financial Mathematics and a Ph.D. in Statistics, both from Stanford University.

Partner, Portfolio Manager, Wealth Management

Nan-Marie Jaeger, CFA

Nan-Marie joined LMCG in 2003 and serves as Portfolio Manager, Wealth Management. Nan is a partner of the firm and has over 30 years of investment experience. Prior to joining LMCG, Nan worked at Brown Brothers Harriman and A.G. Becker & Co. Nan earned her MBA from Boston College, and a B.A. from St. Joseph’s College. Nan is a member of the CFA Society and a CFA Charter holder.

Partner, Wealth Management

Melanie Karlberg, CFP®

Melanie joined LMCG in 2017 and serves as Partner, Wealth Management. Prior to joining LMCG, Melanie started her career at Fidelity Investments. Melanie graduated with a B.A. from Bryant University and is a Certified Financial Planner. Melanie maintains her Series 7 license.

Partner, Portfolio Manager, Serenitas Investment Team

Ajit Kumar, CFA

Ajit joined LMCG in 2015 and serves as Portfolio Manager. Prior to joining LMCG, Ajit co-founded Serenitas Capital, which was acquired by LMCG. Previously, he worked as a proprietary trader at Merrill Lynch, and before that, as an investment strategist at Morgan Stanley. Ajit earned his MBA in Finance from McGill University and his M.S. in Financial Mathematics from Stanford University. Ajit is a CFA Charterholder and member of New York Society of Security Analysts.

Managing Partner, Portfolio Manager, Wealth Management

John R. “Jake” Layton, CFA

Jake joined LMCG in 2003 and serves as Portfolio Manager, Wealth Management. In addition, Jake is a member of LMCG’s Board of Directors. Prior to joining LMCG, Jake was a Managing Director at Scudder, Stevens & Clark and a Vice President and Trust Officer at Fiduciary Trust Company. He graduated with an A.B. in English from Kenyon College and a M.A. in Education from the University of Michigan. Jake is a CFA Charterholder. Jake also serves as Chair of the Board of Directors for Walker Educational and Therapeutic Programs.

Partner, Wealth Management

Scott Macdonald, BFA™

Scott joined LMCG in 2010 and serves as Partner, Wealth Management focused on LMCG’s Advisor Offerings. Prior to joining LMCG, Scott worked at FundQuest/BNP Paribas, National City Bank and ABN AMRO Bank. Scott has over 20 years of experience in the asset management/banking industry. Scott graduated with a Bachelor of Arts from Bates College and is currently a Football Official in the College Officiating Consortium (COC), which is comprised of Big Ten (B1G), Mid-American (MAC) and Missouri Valley (MVC) Division 1 Football Conferences. Scott maintains his Series 6, Series 63, and Series 65 licenses. Scott has also attained his Behavioral Financial Advisor (BFA™) designation, which incorporates psychology around various behavioral biases that may influence a person’s financial behaviors and how to incorporate those into a client’s investment profile.

Associate, Wealth Management

Devin McCarrell

Devin joined LMCG in 2023 and serves as Associate, Wealth Management. Prior to joining LMCG, Devin worked in client service at BNY Mellon – Wealth Management. She earned a B.S. in Business Administration from the University of Pittsburgh.

Senior Associate, Operations

Brandon Pilley

Brandon joined LMCG in 2016 and serves as Senior Associate, Operations. Prior to joining LMCG, Brandon worked at State Street Financial and Bank of America. Brandon graduated with a B.A. from The University of Virginia’s College at Wise.

Managing Partner, Global Distribution and Investor Relations

Christopher Premock

Chris joined LMCG in 2018 and serves as Managing Partner, Global Distribution and Investor Relations. Prior to joining LMCG, Chris worked at Frontier Capital Management, Lehman Brothers, and Neuberger Berman. Chris graduated with a B.S. in Finance from Arizona State University and earned his M.S. in Finance from Baruch College, City University of New York.

Partner, General Counsel

Edmund “Ted” Price

Ted joined LMCG in 2015 and is the firm’s General Counsel. Prior to joining LMCG, Ted worked at Declaration Management & Research, John Hancock/Manulife Financial, and Debevoise & Plimpton. Ted graduated with a B.A. from Colgate University and earned his J.D. from The George Washington University Law School. Ted is a member of the Massachusetts and New York Bars.

Director, Compliance

Brooke Regan, IACCP®

Brooke joined LMCG in 2023 and serves as Director of Compliance. Prior to joining LMCG, Brooke worked at Mellon Investments Corporation. Brooke graduated with a B.S. in Finance from Bentley University. She earned the Investment Adviser Certified Compliance Professional (IACCP®) designation.

Senior Associate, Trading

John Reha

John joined LMCG in 2012 and serves as Senior Associate, Trading. Prior to joining LMCG, John worked at BNY Mellon. John graduated with a B.B.A in Finance from Gonzaga University and earned his MBA from Gonzaga as well.

Partner, Information Technology

Doug Ricci

Doug joined LMCG in 2004 and serves as Partner, Information Technology. Prior to joining LMCG, Doug led an implementation consulting team for the leading trade order management system provider in Boston. Doug graduated with a B.S. in Business Information Systems from the University of Colorado.

Director, Risk Management and Investment Strategy

Christopher Sabo, CFA

Chris joined LMCG in 2016 and serves as Director, Risk Management and Investment Strategy. Prior to joining LMCG, Chris worked at Standish Mellon and JP Morgan. Chris graduated with a B.S. in Finance in Entrepreneurship from Babson College. Chris is a CFA Charterholder and member of the CFA Society Boston. He is also a member of the Investment Committee at Babson College, which is responsible for management of the institution’s endowment.

Senior Associate, Business Systems Analyst

Christa Rae Sasso

Christa joined LMCG in 2018 and serves as Senior Associate, Business Systems Analyst. Prior to joining LMCG, Christa worked at Colombia Threadneedle. Christa graduated with a B.S. in Business Administration from Southern New Hampshire University.

Associate, Finance & Accounting

Jacqueline Scaraggi

Jackie joined LMCG in 2021 and serves as Associate, Finance & Accounting. Prior to joining LMCG, she received her Bachelor’s degree in Accounting in 2019 and her Master’s degree in Management in 2020 from the University of Saint Joseph in West Hartford, CT.

Associate, Operations

Deborah Siffra

Deborah joined LMCG in 2022 and serves as Associate, Operations. Prior to joining LMCG, Deborah worked at Digital Federal Credit Union. Deborah graduated with a M.S. in Finance from University of Massachusetts, Lowell.

Associate, Trading & Operations

Jake Staggard

Jake joined LMCG in 2023 as serves as Associate, Trading & Operations. Prior to joining LMCG, Jake worked at Brown Brothers Harriman in the corporate actions division as an Operations Specialist. Jake graduated with a B.S. in Business Administration with a concentration in Finance from Northeastern University.

Managing Partner, Chief Executive Officer

Kenneth Swan

Ken joined LMCG in 2001 and serves as Chief Executive Officer and LMCG Board Member. Prior to joining LMCG, Ken worked at State Street Global Advisors and IBM. Ken graduated with a B.A. from Bates College and is on the Board of Directors for Tenacity, a Boston-based charity dedicated to literacy and fitness in Boston Public Schools.

Managing Partner, Chief Operating Officer & Chief Compliance Officer

Joseph F. Tower

Joe joined LMCG in 2006 and serves as Chief Operating Officer and Chief Compliance Officer and is also a LMCG Board Member. Prior to joining LMCG, Joe worked at Mellon Private Wealth. Joe graduated with a B.S. in Accounting from Boston College and earned his MBA from Northeastern University. Joe currently serves on the Board of The Institute of Eastern Mediterranean Studies and has been a long-time member of the Sisters of Notre Dame Investment Committee.

Investment Analyst, Fixed Income Investment Team

Matthew Trachy, CFA

Matt joined LMCG in 2015 and serves as Investment Analyst on the Fixed Income Investment Team. Prior to joining LMCG’s Fixed Income Investment Team, Matt worked as a Marketing Associate at LMCG. Matt graduated with a B.A. in Economics and Political Science from the College of the Holy Cross and earned his MBA from Carroll School of Management at Boston College. Matt is a CFA Charterholder and volunteers as a financial literacy teacher through the Boston chapter.

Director, Wealth Management

Dabney Treacy

Dabney joined LMCG in 2024 and serves as Director, Wealth Management. Dabney has more than 20 years of experience in the asset management industry focused on relationship management and business development. Prior to joining LMCG, Dabney worked as a Director of Development for a nonprofit organization. Dabney graduated with a B.A. from Bucknell University and holds an executive program certification from Northwestern University.

Partner, Portfolio Manager, Serenitas Investment Team

Edwin Tsui, CFA

Edwin joined LMCG in 2015 and serves as Portfolio Manager, Serenitas Investment Team. Prior to joining LMCG, Edwin co-founded Serenitas Capital, which was acquired by LMCG, and worked at Merrill Lynch. Edwin graduated with a Master of Physics from the University of Oxford and earned his M.S. in Mathematics in Finance from the Courant Institute of New York University. Edwin is a CFA Charterholder.

Senior Associate, Operations

Charlene Ward

Charlene joined LMCG in 2014 and serves as Senior Associate in Operations. Prior to joining LMCG, Charlene worked at State Street Corporation in a variety of roles within Operations responsible for opening, closing and the reconciliation of high net worth client accounts. In this capacity, she also oversaw outsourced operational functions and managed their joint venture relationships. She began her career in Client Services at State Street Wealth Manager Services servicing their private clients. Charlene graduated with B.S. in Finance and received her MBA from Bentley University.

Managing Partner, Chief Investment Officer, Serenitas Investment Team

David Weeks

David joined LMCG in 2015 and serves as Chief Investment Officer, Serenitas Investment Team. David is a Board Member of LMCG. Prior to joining LMCG, David co-founded Serenitas Capital, which was acquired by LMCG. Previously, he worked at Merrill Lynch, Moody’s Investors Service and the Philadelphia and American Stock Exchanges. David graduated with a B.S. in Finance from Lehigh University.

Associate, Trading & Operations, Serenitas Investment Team

Flint Yu

Flint joined LMCG in 2021 and serves as Associate, Trading & Operations for the Serenitas Investment Team. Prior to joining LMCG, Flint graduated with a B.S. in Finance and Data Sciences from NYU Stern.