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ADV Blog Insights Market Review

Alan Hebert, CFA

By Kurt Hennek, members, November 21, 2022

Alan joined the Atlanta Consulting Group in 2022 as an Investment Analyst, assisting with manager due diligence, asset allocation modeling, and producing client deliverables. He has earned his Bachelor's and Master's from the University of Alabama at Tuscaloosa. Alan is a CFA charterholder.

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Troy Greene

By Kurt Hennek, members, November 21, 2022

Troy joined the Atlanta Consulting Group in 2022 as an Investment Analyst. Born and raised in Lafayette, Louisiana, he moved to Maine to receive his bachelor’s degree in Mathematics with a minor in Africana Studies from Bowdoin College. He now resides in Alpharetta, GA.

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Kaitlyn Majors

By ACG, members, May 3, 2022

Kaitlyn joined the Atlanta Consulting Group in 2016 as a member of the Operations team prior to her current role as a Performance Analyst. She is responsible for measuring portfolio performance, producing investment reports, and providing the consultants with valuable analytical support.

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Keaton Jones, CFA

By ACG, members, May 2, 2022

Keaton joined the Atlanta Consulting Group in 2020 as a Senior Investment Analyst. His role at ACG spans numerous investment research efforts, including manager selection, due diligence, asset allocation modeling, and general market analysis. Prior to ACG, Keaton spent five years with an investment advisory firm in St. Louis, Missouri.

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Kurt Anderson, AIF

By ACG, members, May 1, 2022

Kurt is a Partner and Director of Performance Reporting at the Atlanta Consulting Group. He has over 15 years of experience in the investment industry, specifically focused on performance return and risk measurement. His primary duties include Performance Analyst supervision and oversight of duties across portfolio performance measuring and reporting.

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Ky Anderson

By ACG, members, April 30, 2022

Ky is a member of ACG’s Performance Team. As a Performance Analyst, he handles reconciliation and accounting of custodial accounts alongside production and customization of monthly and quarterly reporting packages. Prior to ACG, he worked at Raymond James Financial, Inc. where he specialized in account opening and maintenance processes.

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Lisa Broshar

By ACG, members, April 29, 2022

Lisa serves as a Performance Analyst at the Atlanta Consulting Group. Her primary responsibilities include client portfolio performance calculation and analysis. She provides over 25 years of varied investment industry experience and is a graduate of Florida State University, where she earned a Bachelor’s degree in Business Administration.

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Patrick Galdun, CFA

By ACG, members, April 22, 2022

Patrick joined the Atlanta Consulting Group in 2021 as an Investment Analyst, handling manager due diligence and asset allocation modeling. Prior, Patrick worked at a wealth management firm in College Station, Texas. Patrick earned his Bachelor’s degree from the University of Georgia and his Master’s from Virginia Commonwealth University.

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