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LMCG Investments expands financial adviser outreach


LMCG Investments has appointed Melanie Karlberg as managing director, national accounts to support the firm’s growth in the financial adviser channel and expand its footprint on various platforms available to advisers.

In the newly created position, Karlberg will focus on building and maintaining relationships with financial advisors in home offices, with a focus on developing their knowledge of LMCG’s specialised 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,” says Kenneth L Swan, CEO of LMCG Investments. “Melanie’s background is ideal to help expand LMCG’s adviser relationships. As a former financial adviser and accomplished sales and client services professional, she will aid advisers in understanding how to fully capture the benefits of our investment strategies and help reach their clients’ goals.”
Karlberg brings over 20 years of experience in the financial services industry, acquired while working with home offices, advisers and their clients as well as due diligence. She served for 11 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. 

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