Our Team
Principal Officers|Consultants|Analysts|Staff
Principal Officers
Brian Jones
President and Senior Consultant
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Brian Jones, president, manages the consulting practice of Consulting Services Group, LLC (CSG), and is responsible for the oversight and development of the firm's institutional client relationships. Brian is the lead consultant on several foundation/endowment, and pension client relationships. In 1990, he joined CSG as a financial analyst, and in 1995 he transitioned into the financial consulting role.
In 1999 Brian accepted an ownership position in the firm and was promoted to the level of senior consultant. Brian became the president of CSG in 2003. Before joining CSG, Brian was a part-time faculty member for the Department of Economics at the University of Memphis. In addition, Brian worked for the State of Tennessee Senate Finance Committee and for the U.S. House of Representatives for the Ways and Means Committee. He graduated magna cum laude with a bachelor's degree in economics and holds a master of business administration degree from the University of Memphis. Brian serves on the board of the Southern College of Optometry. He and his wife Melissa have two children in middle school.
Miles S. Fortas, CPA
Executive Vice President,
Chief Financial Officer,
Chief Operating Officer,
Chief Compliance Officer
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Miles Fortas serves as the chief financial officer and chief operating officer. Miles is responsible for CSG's financial reporting process, administration oversight, compensation and management operations. He also serves as the president of AIM Charity, the benevolent arm of CSG. Miles began his career at CSG in 1998 as the chief financial officer and later added the role of chief operating officer. In 2002 he accepted an ownership position in the firm. Prior to joining CSG, Miles was a senior audit engagement supervisor for Ernst & Young in its Assurance and Advisory Business Services Division. He graduated with honors from Rhodes College with a bachelor's degree in business administration. He also received a master's of accountancy degree from Rhodes College. Miles is also employed by Commerce Square Trading (CST) and holds a Series 28 license. Miles is also employed by Commerce Advisors, LLC. He serves as the chapter CPA advisor for the Kappa Delta sorority at Rhodes. Miles serves on the Board of Directors for Home Therapy Specialists (HTS) in Austin, Texas. HTS is a Medicare-certified rehabilitation provider. Miles is also employed by Commerce Advisors, LLC, CST and CSG Holdings, LLC.
Joe D. Meals
Executive Vice President,
Senior Consultant
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Joe Meals, executive vice president and senior consultant, is a founding member of the Consulting Services Group, LLC (CSG). Joe currently serves on CSG's Research Advisory Board and is a senior consultant on several major institutional client accounts. Since joining the firm in 1988 as a fixed income specialist, Joe has been involved in all facets of the company's operations. Previously, he has served as CSG's chief financial officer, chief compliance officer, and the president of Trading Services Group, LLC (TSG), now, Commerce Square Trading (CST). Joe also supervised the early development of the firm's performance measurement software program (replaced by Advent). Prior to joining CSG, Joe was a fixed income salesman with E.F. Hutton & Co. where he served on the Director's Advisory Committee two years consecutively. He previously worked for eight years as the asset liability management officer for two major local banks. Joe earned a bachelor's degree in business administration and economics from Rhodes College in Memphis where he graduated with distinction. From 1993 through 1995, he served as Chairman of the Board of Alert Centre Inc., a home security-monitoring firm that merged with ADT in 1995. Joe most recently served as a member of the Editorial Advisory Board for The Institutional Real Estate Letter.
Robert A. Longfield, Jr., CFA
Executive Vice President,
Senior Consultant
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Robert Longfield, executive vice president and senior consultant, chairs the Consulting Services Group, LLC (CSG) Research Advisory Board. This board directs the firm’s research efforts and Robert brings expertise in infrastructure investing as well as twenty years of experience with the firm. Robert also brings specific expertise to not-for-profit hospital operating assets, foundations, insurance reserves, public defined benefit plans, corporate defined contribution plans, 457 and OPEB Trusts.
In 1989 Robert began his career with CSG as a financial analyst. He transitioned into the consulting role in 1992 and became a senior consultant and owner in 1997. Robert lectures throughout the year on topics ranging from alternative investing to investment policy construction at various conferences. Robert graduated magna cum laude with a bachelor’s degree in finance and a minor in economics from the University of Memphis. He has earned the right to use the CFA designation and holds both the Series 7 and 63 licenses. Robert’s community involvement includes service on the finance committee for Hope Presbyterian Church and the West Tennessee Development Council for Campus Crusade for Christ.
Kurt A. Voldeng, CAIA®
Executive Vice President,
Senior Consultant
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Kurt Voldeng, executive vice president and senior consultant, specializes in alternative investment strategies. Kurt's responsibilities include structuring, evaluating, monitoring, and servicing non-traditional investment assets for institutional and individual clients. Kurt began his career at Consulting Services Group, LLC (CSG) in 1990 as a financial analyst and accepted an ownership position in the firm in 1999. Prior to joining CSG, Kurt worked in the corporate finance department at Union Planters National Bank. Kurt graduated with honors with a bachelor's degree in finance from the University of Memphis. He also holds a master of business administration degree from the University of Memphis. Kurt maintains the Chartered Alternative Investment Analyst designation and holds Series 7 and 63 licenses. Kurt is an active member of the University of Memphis Alumni Association and currently serves as treasurer of the Epsilon Kappa chapter of Sigma Chi House Corporation for the Epsilon Kappa chapter of Sigma Chi Fraternity.
Consultants
Scott A. Arnwine
Consultant
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Scott Arnwine joined CSG in 2004 and transitioned into his current role as investment consultant in 2010. Prior to his consultant role, Scott managed the CSG analyst teams for both the institutional and wealth management groups. As an analyst, his client work was dedicated to the institutional group, primarily with foundations/endowments and pension clients in the areas of manager selection and performance evaluation. Scott's focus as a consultant continues to be dedicated to the institutional client group. Before joining CSG in 2004, Scott worked as a financial advisor in the private client group for Morgan Stanley. His twenty-two years of experience also includes both corporate finance and account management. Scott received a bachelor's degree in finance from the University of Memphis. He is also employed by Commerce Square Trading (CST) and holds the Series 7, 24 and 66 licenses. Scott currently serves as a member of the Evangelical Christian School Board of Trustees and of the Board of Directors of the Blue Streak Scholarship Fund. He is an elder of First Evangelical Church.
Jay Fik
Consultant | Wealth Transfer Specialist
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Jay Fik joined Consulting Services Group, LLC (CSG) in 2006 and is the wealth transfer specialist for the private clients of CSG's Wealth Management Group. Jay leverages CSG's intuitional investment research to provide the firm's existing corporate executive, multi-generational family, and family office clients a holistic approach to investment consulting and financial planning. He regularly works with single family office executive directors in coordinating each family's overall goals and objectives relating to existing cash flow needs and both current and future philanthropic desires. Prior to joining CSG, Jay worked as a Senior Financial Planner and Vice President for Morgan Keegan and Company’s Wealth Management Services Group, where he consulted exclusively with the firm's high net worth individuals on tax, financial and estate planning matters. Prior to Morgan Keegan, Jay worked as a private client advisor for a Memphis-based planning firm, where he focused on using life insurance as a liquidity tool for large illiquid estates as well business succession plans. Jay graduated magna cum laude with a Bachelor in Business Administration from the University of Memphis. He also received his Masters of Business Administration from the University of Memphis' Fogelman College. Jay is a Certified Financial Planner(R) practitioner. He is employed by Commerce Advisors, LLC and Commerce Square Trading (CST). Jay holds Series 7, 63 and 65 licenses.
Ian M. Janecek
Consultant
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Ian Janecek joined Consulting Services Group, LLC (CSG) in 2000 as a financial analyst until 2004. From 2004 to 2006, Ian worked with Laffer Investments as an executive vice president responsible for the daily operations and management of two institutional funds and a long/short hedge fund. In 2006 Ian rejoined CSG as a senior research analyst. Ian focuses primarily on institutional accounts and private equity research. He graduated cum laude from the University of Memphis with a bachelor's degree in finance. Ian holds the Series 7 and 66 licenses. He is a board member at the Ric/Nuber YMCA and a former board member of the University of Memphis Alumni Association. He is also a recently proud father of twin boys.
Michael E. Perdzock
Research Director of Traditional Investments | Senior Consultant
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Mike Perdzock serves as a senior consultant to several of the firm's largest clients. As it relates to his manager research responsibilities, he provides ongoing due diligence related to existing client managers as well as identifying new managers and strategies. Mike began his career at Consulting Services Group, LLC (CSG) as a financial analyst and has worked in various capacities, including senior supervising analyst, consulting and director of manager research. Before joining CSG in 1990, Mike was employed by First Tennessee Investment Management as an equity trader, investment analyst, and portfolio manager. Mike holds a bachelor's degree in finance from Arkansas State University. He is also an employee of Commerce Square Trading (CST). He holds Series 7, 63 and 65 licenses.
Jennifer O. Trottman
Consultant
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Jennifer Trottman joined Consulting Services Group, LLC (CSG) in 2001 as a financial analyst and was promoted to a consultant in the wealth management group in January 2007. In this role, Jennifer is primarily responsible for client servicing. She graduated magna cum laude with a bachelor's degree in banking and finance from the University of Mississippi. Jennifer is also employed by Commerce Advisors, LLC and Commerce Square Trading (CST). She holds the Series 7 license. Jennifer is a volunteer to the Jubilee schools, Memphis and currently serves as a board member for the Blue Streak Scholarship Fund. Jennifer is also employed by Commerce Advisors, LLC.
Curtis Williams
Consultant
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Curtis Williams joined Consulting Services Group, LLC (CSG) in August 2003. He started his career with CSG as a financial analyst. Prior to joining CSG, Curtis worked for the National Bank of Commerce and First Mercantile Trust Company in their respective employee benefits trust departments. Curtis additionally spent four years with Towers Perrin as a senior benefits administrator on defined benefit plans. Curtis holds a bachelor's degree in finance from the University of Memphis and a master of business administration degree from Christian Brothers University.
Analysts
Gina Capizzani, CAIA®
Research Director Real Assets
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Gina Capizzani joined Consulting Services Group, LLC (CSG) in July 1997 as a research assistant in the alternative investment and economic research areas for four years. Gina returned in 2006 as a research analyst with responsibilities including manager research and due diligence. Before her first tenure at CSG, Gina worked with McVean Trading Company as a trading assistant, executing commodity trades. Gina graduated with honors with a bachelor's degree in economics/business administration and a minor in French from Rhodes College. Gina is a current member and past chair of the Children's Ministry Committee at Calvary Episcopal Church, Memphis.
David Delugach
Financial Analyst
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David Delugach joined Consulting Services Group, LLC (CSG) in February 2011 as an analyst for CSG's Performance Measurement Group. A four-year varsity baseball player, David was awarded academic all-conference in 2008 and inducted into the National Honor Society in 2009. David graduated summa cum laude from Christian Brothers University in 2009 with a degree in Finance.
William George
Research Analyst
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William George joined Consulting Services Group, LLC (CSG) in August 2010 as an analyst for CSG's Performance Measurement Group. Before joining CSG, William interned with The Blues Foundation, combining his talent and passion for blues music with an introduction to the inner-workings of a non-profit organization. As an undergraduate student at Rhodes College, William served as Environmental Coordinator of the Student Associate Program and spearheaded the campus-wide recycling program. William graduated from Rhodes in May 2010 with a B.A. in Business Administration.
Amy Daniel Mann
Research Analyst | Manager Relations Coordinator
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Amy Daniel Mann joined Consulting Services Group LLC (CSG) in April 2006. She is a member of CSG's Research Advisory Board (RAB) and serves dual roles as both research analyst and manager relations coordinator. Amy's primary responsibilities include traditional and fixed income manager research. These duties include communication with managers regarding their individual strategies throughout the advisory board’s extensive, formal approval process. Amy graduated with a bachelor's degree from Vanderbilt University. Prior to joining CSG, she worked as the director of career services for the Memphis College of Art.
Lisa Meginley
Senior Advent Financial Analyst
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Lisa Meginley joined Consulting Services Group, LLC (CSG) in 2000. Lisa is responsible for maintaining CSG's performance system and managing the Advent department. Before joining CSG, she worked as an investment-tracking administrator at Capital Analysts. Lisa is an active member of the Junior League of Memphis and graduated with a bachelor’s degree in business administration from Villanova University.
Brooks Royer
Research Analyst
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Brooks Royer joined Consulting Services Group, LLC (CSG) in August 2010 as an analyst for CSG's Performance Measurement Group. A four-year varsity baseball player and a Kappa Sigma fraternity brother at Rhodes College, Brooks graduated in May 2010 with a degree in International Business. Brooks currently serves on the Student Athlete Advisory Committee and the Management Council for Division III Athletics.
Rohan Sood
Financial Analyst
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Rohan Sood joined Consulting Services Group, LLC (CSG) in 2010 as an analyst for the firm's Performance Measurement Group, the department responsible for the performance evaluation for all CSG clients. He graduated in May 2010 from Rhodes College with a BA in Economics and Business Administration. Rohan's collegiate activities include the founding of an economic current events organization, participation in the CFA Global Equity Research Competition and co-founding of the Promise Academy Elementary After School Athletics Program. He additionally served as collegiate vice president of the Phi Chapter of Kappa Sigma Fraternity. As a US Citizen residing in Europe, Asia and the Middle East, Rohan's international experience is evident through his fluency in both Spanish and Hindi.
Keith White
Research Analyst
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Keith White manages the Consulting Services Group, LLC (CSG) Performance Measurement Group (PMG), a team of professionals dedicated to industry-leading performance evaluation for all CSG clients. Keith White joined CSG as a financial analyst with the Performance Measurement Group in May 2007. His responsibilities as a research analyst included private equity research and reporting. Prior to his tenure with CSG, Keith worked with the accounting staff for Harrah's Entertainment. Keith holds a bachelor's degree in Managerial Finance, Insurance and Risk Management from the University of Mississippi and an MBA from Union University.
Staff
Eddie Baker
Chief Technology Officer
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Eddie Baker joined Consulting Services Group LLC (CSG) in 2007. He is responsible for the creation, implementation and maintenance of the proprietary alternative manager database. Eddie has an extensive background in information technology. Prior to joining CSG, Eddie was a senior programmer analyst at FedEx. Eddie earned a bachelor’s degree in computer science from the University of Memphis.
Leigh Ellen Barnes
Executive Administrative Assistant, CFO | COO | CCO
Jennifer Brown
Investor Relations, Database Specialist
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Jennifer Brown joined Consulting Services Group LLC (CSG) in 1998. Jennifer manages the daily communication and servicing for numerous client relationships. She monitors the status of analysts' due diligence responsibilities to ensure manager visits and conference calls are current. Jennifer graduated from the University of Memphis in 1999 with a bachelor's degree in business administration with a concentration in marketing.
Audrey Hager
Executive Administrative Assistant,
Wealth Management
David Haskins
Application Developer
Nathan Lawrence
Network Administrator
Dorothy Lewis
Advent Analyst
Dwayne Lofton
Systems Architect
Lori Montgomery
Compliance Officer
Jennifer Sansing Murff
Director Marketing, Business Development
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Jennifer Sansing Murff joined CSG, LLC in 2008 and is responsible for all marketing and business development for CSG, LLC and all CSG Holdings, LLC related entities. In 2004, Jennifer joined CBRE Memphis as an affiliate broker and was responsible for the creation, organization and licensure of Bluff City Realty, LLC, the first full-service residential brokerage company dedicated to the downtown Memphis real estate market. From 2004 to 2008, Jennifer served as the project coordinator | director of sales of an adaptive reuse condominium development within the central business district of downtown Memphis. Jennifer graduated cum laude with a bachelor's degree in English from the University of Alabama. She holds a Tennessee Real Estate Commission Affiliate Broker's License and holds an Accredited Buyer's Representative certification through the National Association of Realtors.
Michelle Pearson
Financial Operations Analyst
Judy Weeks
Executive Receptionist
Deborah West
Executive Administrative Assistant, CEO
Ann Wojcicki
Executive Administrative Assistant, Research
Christel Young
Executive Administrative Assistant, President
