LMCG taps Karlberg as national accounts MD

LMCG Investments has named Melanie Karlberg as managing director of national accounts. Previously, she was a partner at Tenaz Consulting.


March 27, 2017 10:30 AM Eastern Daylight Time

BOSTON–(BUSINESS WIRE)–LMCG Investments, LLC (LMCG) is pleased to announce the appointment of Melanie Karlberg, CFP® as Managing Director, National Accounts to support the firm’s growth in the financial advisor channel and expand its footprint on various platforms available to advisors. In the newly created position, Ms. Karlberg will focus on building and maintaining relationships with financial advisors in home offices, with a focus on developing their knowledge of LMCG’s specialized strategies and how to apply them in clients’ portfolios.

“Bringing Melanie to our team reinforces our commitment to working with financial advisors and their clients – leveraging LMCG’s institutional strategies,” said Kenneth L. Swan, CEO of LMCG Investments. “Melanie’s background is ideal to help expand LMCG’s advisor relationships. As a former financial advisor and accomplished sales and client services professional, she will aid advisors in understanding how to fully capture the benefits of our investment strategies and help reach their clients’ goals.”

Ms. Karlberg brings over twenty years of experience in the financial services industry, acquired while working with home offices, advisors and their clients as well as due diligence teams. She served for eleven years as Regional and Financial Planning Consultant at Fidelity Investments, and for four years as Senior Vice President responsible for sourcing and managing key client relationships at F-Squared Investments. Most recently, she was a Partner at Tenaz Consulting, a marketing and consulting firm she co-founded. Ms. Karlberg received her BA from Bryant University. She is a Certified Financial Planner.

About LMCG
LMCG is a Boston-based investment management firm, offering a broad range of investment strategies to institutional and private clients, including corporate and public pension plans, foundations, endowments, financial advisors, family offices, mutual funds and individuals. The firm manages equity portfolios across a range of market caps, investment styles and U.S. and international regions, as well as liquid alternatives, structured credit and U.S. fixed income securities.

There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including the potential loss of principal.