Our People

Our team at ACG are a focused and dedicated group of investment professionals united by a single mission: Simplify the investing process by creating unmatched customer experiences for every client. We’re passionate about this goal, driven by a hard work ethic, and 100% committed to our role as a financial advisory extension of your organization. Learn more about our staff and see just how easy investing can be!

Alan Hebert

Investment Analyst

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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Anfernee McLemore

Performance Analyst

Anfernee joined the Atlanta Consulting Group in 2022. As a Performance Analyst, he is responsible for investment calculation and reporting. Before joining ACG, he worked at Regions Financial as an internal portfolio manager. Timothy received his B.A. in Finance from Auburn University.

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Carlos Gonzalez

Director of Operations

Carlos currently serves as Director of Operations at the Atlanta Consulting Group. Prior to this, Carlos joined ACG as a Client Services/Operations professional. Carlos brings over 20 years of investment and financial sales support experience to ACG, thriving on providing exemplary client service that helps develop the sales team business.

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Chris Wilson

Consultant

Chris is a seasoned Financial Services professional with over 24 years’ experience in various roles across the industry. These roles include Retirement Planning, Due Diligence, Portfolio Analyst, and Institutional Consulting.

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Claire Davis

Client Operations Specialist

Claire joined the Atlanta Consulting Group in 2020 as a Client Operations Specialist. Prior to joining ACG, Claire was a Private Wealth Management Trust Advisor at SunTrust Bank, where she specialized in managing life insurance trusts, irrevocable trusts, and special needs trusts.

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Edward Michelson

Founding Partner | Consultant

Ed is one of the founders and principal Consultants of the Atlanta Consulting Group and played a key role in defining and implementing the Investment Policy Statement process utilized companywide. Ed enjoys working with clients and helping them pursue their goals by adhering to exacting standards that exceed expectations.

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Gary Schafer, AIF

Managing Partner | Chief Operating Officer

Gary is the Chief Operating Officer of the Atlanta Consulting Group, responsible for coordinating all aspects of the business. He has more than 28 years of experience in the financial services industry and is an Accredited Investment Fiduciary, responsible for coordinating numerous special projects and client demands at ACG.

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Gladys Soto

Client Operations Specialist

Gladys joined the Atlanta Consulting Group in 2017 and provides over 20 years of client service experience to the team. Prior to relocating to Atlanta, Gladys spent years working with firms on Wall Street, allowing her to provide ACG’s clients with the high level of service they expect.

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Kaitlyn Jones

Performance Analyst

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

Senior Investment Analyst

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

Partner | Director of Performance Reporting

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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Kurt Hennek, AIF, CPFA

Managing Partner | Consultant

Kurt is a Managing Partner and a Consultant of the Atlanta Consulting Group. As a consultant, he provides investment guidance to a range of clients, with primary responsibilities that include developing investment policy statements, planning review and cost analysis, asset allocation modeling, and manager due diligence and selection.

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Ky Anderson

Performance Analyst

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

Performance Analyst

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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Matthew Bauder, CFA

Managing Partner | Consultant

Matthew is a Managing Partner and Consultant for the Atlanta Consulting Group, responsible for asset allocation modeling, manager due diligence and selection, liability-driven investing (LDI), evaluation of alternative assets, manager searches and client and committee education. Prior to joining ACG, Matthew spent a decade at AllianceBernstein.

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Michael Butkus, AIF

Partner | Consultant

Michael is a Partner and Consultant at the Atlanta Consulting Group with responsibilities that include developing and revising investment policy statements, plan review and cost analysis, asset allocation modeling, and cultivating new investment ideas across the investment spectrum to support our mission-minded institutions on their socially responsible and ESG guidelines.

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Michael Malloy, CFA

Partner | Consultant

Mike is a Partner and a Consultant of the Atlanta Consulting Group, offering skilled asset management expertise across manager analysis, portfolio management, and business reporting. Mike is a Chartered Financial Analyst and an Accredited Investment Fiduciary as well as a member of the CFA Institute and the CFA Society Atlanta.

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Monica Alvarez

Administrative Assistant

Monica joined the Atlanta Consulting Group as an administrative assistant in 2022. She brings over 10 years of client service experience to the team. She works closely with our operations and compliance team to make sure ACG is operating smoothly.

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Patrick Galdun

Investment Analyst

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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Rod Hennek

Founding Partner | Consultant

Rod is a founding Partner and a Consultant of the Atlanta Consulting Group. For over 35 years, he has been dedicated to providing best-in-class service, always acting in the best interest of his clients. Rod is detailed, analytical, and passionate about helping clients pursue their important investment objectives.

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Sara Sillay

Client Operations Specialist

Sara Sillay supports the Atlanta Consulting Group as a Client Operations Specialist. Sara’s background includes operational management in retail and institutional settings.

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Terri Sponseller

Chief Compliance Officer

Terri is the Compliance Officer for the Atlanta Consulting Group. Areas under her supervision include compliance reviews and filings, contracts, and billing. Terri has more than 40 years of experience in the financial services industry and holds Series 7, 9, 10 and 63 securities licenses.

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Troy Greene

Investment Analyst

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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Interested in learning more? The professional advisors at ACG are happy to answer any questions you
have. Contact us to discuss solutions and discover how our advisors bring value to your institution.