Press Releases

The following are recent press releases LCG has issued. They are for information purposes only and current as the date of issue.

June 26, 2023

Board of Directors Leadership Succession Plan

In preparation for the retirement of Edward F. Johnson, LCG’s President & CEO, at the end of 2024, LCG’s Board of Directors announced that James J. Challen, CFA, CAIA will succeed Edward F. Johnson as CEO, and Claire P. Chotiner, CFA, CAIA will assume the role of President at the beginning of 2024.“The Board and I are excited to watch James and Claire lead the firm through the next several decades. We’re fully confident that these two will excel in their new roles,” said Edward F. Johnson. “Their success not only in client‐relationships, but also in managing internal teams, in addition to supporting all LCG departments are a few of the many reasons the Board has voted James and Claire as our company’s next leaders.”

May 15, 2023

LCG Hires Christopher Philips to Lead OCIO Practice

LCG has hired Christopher Philips, CFA as Senior Vice President and the Firm’s Outsourced Chief Investment Officer (“OCIO”) Practice Leader. The new role is a result of LCG’s continued success in the OCIO space. Philips will be responsible for implementing OCIO best practices as well as expanding business development. Additionally, Christopher will conduct capital market and asset class research, investment manager due diligence, and special topical studies. “Christopher’s wealth of experience in the OCIO marketplace and his alignment with LCG’s client-service focus are two of the reasons we are so delighted to welcome him to LCG’s leadership team," said Edward F. Johnson, LCG’s President and Chief Executive Officer.

May 1, 2023

LCG Celebrates 50th Anniversary and is Named Overall Quality Leader for Fourth Consecutive Year

LCG marks its 50th anniversary of providing independent investment advice on May 21st and is named Quality Leader in Overall U.S. Investment Consulting ‐ Midsize Consultants by Greenwich Coalition. “In 50 years of business, LCG’s goal has remained unchanged: to provide a select number of clients with highly customized advice and serve as an ‘extension of staff’,” said Edward F. Johnson, LCG’s President and Chief Executive Officer.

November 15, 2022

LCG Names Laubacker Senior Vice President

LCG has promoted Adam J. Laubacker, CAIA to Senior Vice President. “Adam’s promotion highlights his hard work and commitment to LCG. Since joining the firm over 22 years ago, he continues to be a leader, supporting the needs of both his colleagues and LCG’s clients. Please join us in congratulating Adam on this major accomplishment,” said Edward F. Johnson, President and Chief Executive Officer.

April 27, 2022

LCG Named 2021 Greenwich Overall Quality Leader

LCG was named as a 2021 Greenwich Quality Leader in the midsize firm category. This is LCG's third consecutive, and fourth time in five years, receiving this designation. “We work hard to provide excellent client service and are humbled and excited to have received the award again this year,” said President and CEO, Edward F. Johnson.

March 11, 2022

LCG Promotes Five Individuals

LCG promotes the following individuals: Taylor L. Covey, CAIA is promoted to Vice President, Co‐Director of Private Investments, Senior Consultant; Rowan A. Harmer, Brendan W. Lucier, CFA, CAIA, and Jonathan D. Lea, CAIA are promoted to Vice President, Consultant; and Collin N. Pounders is promoted to Consultant.

August 3, 2021

LCG Promotes Foss to Consultant

LCG Associates, Inc., a national, independent investment consulting firm, promoted Rachel E. Foss to Consultant. She is based out of the Atlanta office. Foss has 6 years of industry experience and joined LCG in 2015. Her responsibilities include investment strategy development, manager due diligence, special research projects, and providing investment advice to clients.

May 17, 2021

LCG Appoints Chotiner to COO, BOD

LCG Associates, Inc. a national, investment consulting firm, promoted Claire P. Chotiner, CFA, CAIA to Chief Operating Officer. Chotiner was also elected to LCG’s Board of Directors. In her new role, she will oversee the firm’s business operations. In addition to her management responsibilities, Chotiner works with a limited number of clients as well as conducts capital market and asset class research.

April 27, 2021

LCG Named Overall Quality Leader Again

LCG Associates, Inc., a national investment consulting firm, was named as a 2020 Greenwich Quality Leader℠ in the U.S. midsize firm category. LCG previously received this designation in 2019 and 2017. It is based on the Greenwich Quality Index (“GQI”) score, which aggregates clients’ assessments of their organization’s investment consultant in the areas of investment advice, manager selection, and client service.

April 29, 2020

LCG Named Overall Quality Leader

April 29, 2020 ‐ Atlanta, GA ‐ LCG Associates, Inc., a national investment consulting firm, was named as a 2019 Greenwich Associates Quality Leader℠ in the U.S. mid‐sized firm category. LCG previously received this designation in 2017. It is based on the Greenwich Associates Quality Index (“GQI”) score, which aggregates clients’ assessments of their organization’s investment consultant in the areas of investment advice, manager selection, and client service.

March 5th, 2020

LCG Elevates Covey, Dempsey

LCG Associates, Inc., a national, independent investment consulting firm, promoted Taylor L. Covey, CAIA and Cynthia K. Dempsey, CFA, CPA to Vice President, Co‐Director of Private Investments and Director of Operational Due Diligence, respectively. Both employees are based out of the Atlanta office.

December 2nd 2019

LCG Names Four Senior Consultants

LCG Associates, Inc., a national, independent investment consulting firm, promoted Claire P. Chotiner, CFA, CAIA; Katalin Egyed, CFA, CAIA; Eric T. Huff, CFA, CAIA; and Adam J. Laubacker, CAIA to Senior Consultant. All four employees are based out of the Atlanta office.

April 18th 2019

LCG Expands Shareholders

LCG Associates, Inc., a national investment consulting firm, has  expanded its ownership to include Zach L. Brumett, CFA, CAIA, 
Consultant, and Inayah Z. Thomas, Operational Due Diligence 
Analyst. 

February 6th 2019

LCG Advances Two to Consultant

LCG Associates, Inc., a national, independent investment consulting firm, promoted Matthew E. Hawkins, CAIA
and W. Scott Sheely, CFA, CAIA to Consultant. Both employees are based out of the Atlanta office.

August 14, 2018

LCG Promotes Brumett to Consultant

LCG  Associates,  Inc.,  a  national,  independent  investment consulting firm, promoted Zach L. Brumett, CFA,
CAIA to Consultant.  He is based  out of the Atlanta office.   

May 21, 2018

LCG Celebrates 45th Anniversary

LCG Associates, Inc., a national investment consulting firm, marks its 45th anniversary of providing independent investment advice on May 21st.

May 1, 2018

LCG Named Overall Quality Leader

LCG Associates, Inc., a national investment consulting firm, 
was named as a 2017 Greenwich Quality Leader in the 
U.S. mid‐sized firm category.

April 20, 2018

LCG Increases Shareholders

 LCG Associates, Inc., a national investment consulting  firm, has expanded its ownership to include 
Frederick A. Stewart, CEBS and Jonathan D. Lea,  CAIA...

January 31, 2018

LCG Elects Emerson to Board

LCG Associates, Inc. a national, institutional investment
consulting firm, elected David R. Emerson, CFA, CAIA to the firm’s Board of Directors.

December 14, 2017

LCG Names Burkett a Shareholder

LCG Associates, Inc., a national investment
consulting firm, has expanded its ownership to include Catharine C. Burkett.

October 12, 2017

LCG Promotes Lea to Consultant

LCG Associates, Inc., a national, independent investment consulting firm, promoted Jonathan D. Lea, CAIA to Consultant...

September 14, 2016

LCG Expands ODD, Reporting Departments

LCG Associates, Inc., a national investment consulting firm, hired Cynthia K. Dempsey, CFA, CPA and Christine Wizzard as Manager of Operational Due Diligence and Manager of Client Performance


August 25, 2016

LCG Adds Two Shareholders

LCG Associates, Inc., a national investment consulting firm, has expanded its ownership to include Rowan A. Harmer and Brendan W. Lucier, CFA, CAIA. LCG’s ownership


March 8, 2016

LCG Appoints Stiles to CCO, BOD

LCG Associates, Inc., a national investment consulting firm, promoted Amber N. Stiles, J.D. to Chief Compliance Officer. Stiles was also elected to LCG’s Board of Directors. Stiles succeeds John W. Burgin, CPA, who


January 27, 2016

LCG Promotes 2 to SVPs, 1 to Consultant

LCG Associates, Inc., a national investment consulting firm, promoted James J. Challen, CFA CAIA and James C. (Cam) McElroy, CFA, CAIA to Senior Vice President. They will also become Principals of the


Media Inquiries

For media inquiries or to suggest speaking opportunities, please contact:


Claire Chotiner
Chief Operating Officer
770/644-0100 ext. 252