About Us

Firm Overview

LMCG Investments, LLC (LMCG) is a Boston-based investment management firm. We offer a broad range of investment strategies to institutional and private clients including corporate and public pension plans, foundations, endowments, family offices, mutual funds and individuals. Our firm has been built by attracting talented investment teams that bring extensive experience and specific expertise in their respective market segments and investment strategies. We recognize that independent thinking drives investment performance and we reinforce the autonomy and integrity of our investment teams.

LMCG 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. Our investment teams, together with our leadership, operational, compliance and client service teams, share the common goal of delivering superior investment performance to our clients.

 

Leadership

  • Kenneth L. Swan
    Chief Executive Officer

    Kenneth Swan serves as Chief Executive Officer at LMCG and is a member of LMCG’s Board of Directors. He was President and Chief Operating Officer of the firm from 2001-2009. Prior to joining LMCG, he was a Principal at State Street Global Advisors (SSgA) for ten years where he was Director of the Sales, Marketing, Client Service and Consultant Relations for SSgA’s institutional and private clients. Mr. Swan started his career at IBM, where he held positions in management, marketing and sales. He joined the board of Tenacity, a Boston-based charity dedicated to literacy and fitness in the Boston Public Schools in 2012. Mr. Swan holds a BA from Bates College.

  • Joseph F. Tower
    Chief Operating Officer, Chief Compliance Officer

    Joseph Tower serves as the Chief Operating Officer and Chief Compliance Officer at LMCG. Prior to joining the firm in May 2006, Mr. Tower served as a Vice President and Director of Strategic Planning for Mellon Financial Corporation’s Private Wealth Management group. In that capacity, his primary responsibility was to identify and execute acquisition strategies targeting registered investment advisors, trust organizations and other investment management firms. Prior to joining Mellon, he was the CFO of Boston Institutional Group, a Boston based holding company for various financial service and broker dealer organizations. Mr. Tower also served as the FINOP for FDI, a NASD registered broker dealer. Prior to joining Boston Institutional Group, he held various other financial and managerial positions with The Boston Company, Yankee Bank and St. Regis Corporation. Mr. Tower earned a BS in Accounting from Boston College and an MBA from Northeastern University.

  • Jeffrey P. Davis, CFA
    Chief Investment Officer

    Jeffrey Davis serves as Chief Investment Officer of LMCG. Mr. Davis created and co-manages the Global Multi Cap Strategy. Prior to joining the firm in April 2005, Mr. Davis was the Chief Investment Officer and Managing Director for Rockefeller & Co. (now Rockefeller Financial Services) in New York. He joined The Boston Company (now Panagora Asset Management) in 1987 as a portfolio manager with their International Investments team. At Panagora, he created and managed the Emerging Markets Active Equity strategy and was a part of the team that developed the Global Tactical Asset Allocation and Tactical Country Selection strategies. In 1992 Mr. Davis joined State Street Global Advisors (SSgA), where he led the development and management of the International Growth Opportunities Fund and the IFC Emerging Markets Funds – the first commercial emerging markets index fund. Mr. Davis is a graduate of Duke University, holds an MBA from The Owen Graduate School of Management at Vanderbilt University and is a CFA charterholder.

  • R. Todd Vingers, CFA
    Managing Director, Value Equities

    Todd Vingers joined LMCG in June 2002 as the head of the Value team and lead portfolio manager. In October 2014, Mr. Vingers became co-portfolio manager on the Mid Cap Value portfolio. Mr. Vingers is a member of LMCG’s Board of Directors. Prior to joining the firm, Mr. Vingers served as Vice President and senior portfolio manager for American Century Investments. Prior to joining American Century, he was a valuation analyst for the Hawthorne Company. He holds a BA from the University of St. Thomas and an MBA from the University of Chicago Booth School of Business. Mr. Vingers is a CFA charterholder and a member of the CFA Institute.

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Kenneth Swan serves as Chief Executive Officer at LMCG and is a member of LMCG’s Board of Directors. He was President and Chief Operating Officer of the firm from 2001-2009. Prior to joining LMCG, he was a Principal at State Street Global Advisors (SSgA) for ten years where he was Director of the Sales, Marketing, Client Service and Consultant Relations for SSgA’s institutional and private clients. Mr. Swan started his career at IBM, where he held positions in management, marketing and sales. He joined the board of Tenacity, a Boston-based charity dedicated to literacy and fitness in the Boston Public Schools in 2012. Mr. Swan holds a BA from Bates College.

Joseph Tower serves as the Chief Operating Officer and Chief Compliance Officer at LMCG. Prior to joining the firm in May 2006, Mr. Tower served as a Vice President and Director of Strategic Planning for Mellon Financial Corporation’s Private Wealth Management group. In that capacity, his primary responsibility was to identify and execute acquisition strategies targeting registered investment advisors, trust organizations and other investment management firms. Prior to joining Mellon, he was the CFO of Boston Institutional Group, a Boston based holding company for various financial service and broker dealer organizations. Mr. Tower also served as the FINOP for FDI, a NASD registered broker dealer. Prior to joining Boston Institutional Group, he held various other financial and managerial positions with The Boston Company, Yankee Bank and St. Regis Corporation. Mr. Tower earned a BS in Accounting from Boston College and an MBA from Northeastern University.

Jeffrey Davis serves as Chief Investment Officer of LMCG. Mr. Davis created and co-manages the Global Multi Cap Strategy. Prior to joining the firm in April 2005, Mr. Davis was the Chief Investment Officer and Managing Director for Rockefeller & Co. (now Rockefeller Financial Services) in New York. He joined The Boston Company (now Panagora Asset Management) in 1987 as a portfolio manager with their International Investments team. At Panagora, he created and managed the Emerging Markets Active Equity strategy and was a part of the team that developed the Global Tactical Asset Allocation and Tactical Country Selection strategies. In 1992 Mr. Davis joined State Street Global Advisors (SSgA), where he led the development and management of the International Growth Opportunities Fund and the IFC Emerging Markets Funds – the first commercial emerging markets index fund. Mr. Davis is a graduate of Duke University, holds an MBA from The Owen Graduate School of Management at Vanderbilt University and is a CFA charterholder.

Todd Vingers joined LMCG in June 2002 as the head of the Value team and lead portfolio manager. In October 2014, Mr. Vingers became co-portfolio manager on the Mid Cap Value portfolio. Mr. Vingers is a member of LMCG’s Board of Directors. Prior to joining the firm, Mr. Vingers served as Vice President and senior portfolio manager for American Century Investments. Prior to joining American Century, he was a valuation analyst for the Hawthorne Company. He holds a BA from the University of St. Thomas and an MBA from the University of Chicago Booth School of Business. Mr. Vingers is a CFA charterholder and a member of the CFA Institute.