Carolyn joined Lakeview Capital Partners in August 2015 establishing the Institutional Group as the President and Senior Consultant. Having more than 30 years of experience in the investment industry of which 20 is as an Institutional Consultant, she globally consults to institutions, high-net-worth individuals and families, and has an impassioned specialization in servicing socially responsible investors and non-profit organizations. Carolyn advises and
educates clients using a structured investment process incorporating investment policy development, asset allocation, manager selection and due diligence, and performance measurement as well as reviewing, developing and implementing their socially responsible investment standards.
Preceding her move, since 1999 Carolyn served as one of the principal consultants at the Atlanta Consulting Group, directly advising on $3 billion in assets.
Carolyn holds the professional designations of Certified Investment Management Analyst and Certified Financial Planner™ practitioner. She graduated from the University of Florida with a Bachelor of Science degree in Finance.
She is a member of the Financial Planning Association as well as the Financial and Wealth Institute.
Carolyn is actively engaged in her community. Among her numerous philanthropic endeavors, she had previously served on the Board of Directors for Cool Girls and Mostly Mutts.
Jackie joined Lakeview Capital Partners in June 2020 as a Senior Operations Specialist. At Lakeview Capital Partners, Jackie manages and supports client service and investment operations within the institutional team.
Jackie has over twenty years of experience in operations, customer service, and the financial industry. Prior to joining Lakeview Capital Partners, Jackie was an investment operation lead specialist at Crawford Investment Council. There, she was responsible for reconciliations of over 2,600 fixed and equities accounts and worked directly with over 20 custodians and over 50 broker dealers to achieve 100 percent accuracy of settlements. She also worked at Advisor Group where she processed account maintenance and transfers and educated advisors on where to locate information and how to utilize their investment tools.
In her free time, Jackie loves spending time outdoors with her family and friends. Originally from New York, she also enjoys cheering on the Yankees, Knicks and the Giants.
Quote to live by: “Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan
In September of 2016, Patrick joined Lakeview Capital Partners as the Investment Analyst for Lakeview Institutional. He is responsible for client performance reporting, manager evaluation and due diligence, asset allocation/cash flow studies in addition to fee analysis and other ad hoc requests. Patrick has worked in the investment industry for over 13 years, working in various capacities withinthe field.
Prior to joining Lakeview, Patrick worked at Invesco Ltd. as an RFP Specialist. He completed request for proposals and due diligence questionnaires for domestic and international growth strategies. Additionally, he collaborated with team members to assist in completing requests for other strategies.
Patrick previously worked with Carolyn LaRocco at the Atlanta Consulting Group as a Performance Analyst and Investment Analyst in two separate stints with the firm. As a Performance Analyst, he was responsible for account reconciliation, monthly performance
scorecards and quarterly client performance reports. As an Investment Analyst, Patrick worked with Carolyn on asset allocation/cash flow studies, fee analysis, manager searches and manager due diligence.
Patrick received a Bachelor of Science in Economics from Radford University.
In September 2018, Zach joined Lakeview Institutional as a Performance Analyst and is responsible for client reporting and performance validation.
Prior to joining Lakeview Institutional, Zach was a Performance Analyst at LCG Associates responsible for quarterly performance evaluation and analysis as well as presentation of client and market performance through monthly and quarterly reports.
He graduated from Mississippi State University with BBA in Finance. During college, Zach was an Investment Analyst Intern at Segal Rogerscasey (now Segal Marco Advisors). His responsibilities included performance calculation and reconciliation, production of quarterly investment reports, total fund portfolio analysis, manager due diligence, and assisting with asset allocation studies.
In August 2019, Andy joined Lakeview Capital Partners as a Senior Investment Analyst for the Institutional Group. With over 13 years of investment industry experience, he is responsible for all aspects of the investment process and additional services for clients focusing on manager due-diligence as well as client service.
Prior to joining Lakeview, Andy began his career at SunTrust and later Northern Trust, where he delivered OCIO services to Foundation & Endowment clients up to $500+ million. He met with current clients to discuss their current portfolios, as well as present to prospective clients. He served as single point of contact for clients with Northern Trust.
Andy holds the professional designation of Certified Investment Management Analyst. He graduated from the Georgia Institute of Technology with a Bachelor of Science in International Affairs, and from Georgia State University with a Master’s in Business Administration. He is a Southeastern Council of Foundations Hull Fellow.