A native of Hingham, Massachusetts, Chip Joined Lakeview Capital in August of 2015.
Over the years as Chip’s practice grew and the needs of his clients started to get more complicated, he knew going independent would be the only way to provide creative and unbiased solutions to life’s complex financial decisions. With the family office structure of Lakeview, he is excited to be able to leverage LIW’s world class investment research and also provide clients with comprehensive financial and tax planning services. Chip will spend a considerable amount of his time working through faith based planning initiatives for his clients.
Before joining Lakeview, Chip was most recently a Vice President at JP Morgan Securities (2010-2015) where he was also selected to be a member of the JP Morgan Chase Ambassador Program. Prior to that, he was a Financial Advisor with Morgan Keegan (2004-2010). Chip began his financial services career two days after graduating from college when he moved to Atlanta to work at YieldQuest Investment Group with McDonald Investments, Inc., where he was a Vice President (1998-2004).
Chip received a B.S. in Finance with a minor in Economics from Rensselaer Polytechnic Institute in Troy, New York. He played lacrosse in college and has been a volunteer coach at the high school and elementary levels. Chip is an active member of his church and a current board member of ROI Ministry, where he helps analyze Christian based charities.
Chip is the proverbial minority in a sorority. He has been married to Crystal for over 10 years and they have three beautiful daughters, Olivia, Alyssa and Lilah.
William Grasty, MBA
Mr. Grasty serves as Managing Director and Partner at Lakeview Capital Partners leading the firm’s global business development efforts for Private Client and Institutional Investors and additionally working closely with individuals, foundations, and endowments to provide advisory services and manage portfolio structure, asset allocation and risk management.
Prior to Lakeview Capital Partners, Mr. Grasty was Director of Institutional Marketing for Kingfisher Capital overseeing business development and managing client relationships. Mr. Grasty’s successful marketing and sales efforts led to the firm’s significant expansion across the high net worth and institutional wealth management channels.
Mr. Grasty was instrumental in developing the firm’s institutional relationship with SunTrust Investment Services adding Kingfisher’s tactically managed global, multi-asset class portfolios to SunTrust’s SMA and UMA platforms. In addition, he established other corporate relationships with investment firms, such TD Ameritrade Institutional and Mercer Investment Consulting, a global provider of institutional investment research and consulting services operating in over 40 countries.
Mr. Grasty has held various management roles in marketing, strategy and business development roles at Hewlett Packard, and worked closely with HP’s equity and debt investment platform (E.Services.Solutions), focusing specifically on wireless solutions and emerging technologies. Additionally, Mr. Grasty worked for First Union’s Investment Banking Group in High Yield Debt Capital Markets (a predecessor to Wachovia Securities and Wells Fargo Securities). Prior to joining First Union Capital Markets, he served as a credit analyst and underwriting office identifying and structuring various financing solutions across a variety of industries for middle market, corporate, and institutional clients. He started his career in commercial banking, completing the Corporate Management Training Program at First Union National Bank.
Mr. Grasty has studied and worked abroad and traveled the world extensively, participating in international education programs and global corporate banking internships, in Spain and Argentina, respectively.
William Grasty, MBA
Carolyn LaRocco, CFP®, CIMA®
President, Institutional Wealthcarolyn.firstname.lastname@example.org
Carolyn joined Lakeview in August 2015 establishing the Institutional Wealth group and is the President and Senior Consultant. Having more than 29 years of experience in the investment industry, she globally consults to institutions, ultra-high net worth individuals and families, and has an impassioned specialization in servicing religious and not-for-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. She previously worked for Morgan Keegan’s Investment Management Consulting Group. Earlier in her career, she was a technical analyst with Johnson & Miller of Raymond James, where she was responsible for money manager and mutual fund due diligence and review, and performance measurement.
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.
Carolyn LaRocco, CFP®, CIMA®
President, Institutional Wealth
Director of Operationslaurie@lakeviewcappartners.com
Laurie has made a lifelong career in the securities industry holding Series 7 and 66 licenses. She co-founded Lakeview Capital Management in 2009. Some of her responsibilities have expanded to include director of partner integration, client relationship management and executive assistant. She finds it easy to incorporate her God-given talents and skills to the best of her ability in her daily routine.
Laurie lives in Buckhead with her husband Andy where they enjoy the local flavor of the city. When time allows, they enjoy traveling to other countries to experience other cultures. In the past Laurie has participated in 2 Nike Women’s Marathons to help continue cancer research. Andy’s passion is racing bicycles and he competes at the National level each year. Both Laurie and Andy share an interest in following pro tour bicycle racing.
Director of Operations
Courtney Tomlin, MBA
Chief Compliance Officercourtney@lakeviewcappartners.com
Courtney began her investment career with SEI Corporation in Wayne, PA in 1993. She worked in Investment Consulting with SEI Corp and Watson Wyatt Worldwide before moving to Investment Management. She began her career in Investment Management with Colony Capital Management in Atlanta, GA in 1998.
Courtney is a graduate of the University of Michigan with a B.A. in Economics and an M.B.A. in Finance from Emory University. She and her husband, Kyle Tomlin, have three daughters: Campbell, Ava and Maiya. She enjoys tennis, skiing, running and hiking. Courtney is a Principal and Director of Operations at Lakeview Capital Partners in Atlanta.
Courtney Tomlin, MBA
Chief Compliance Officer
John Williams, CFP®
CEO and Managing Principaljohn@lakeviewcappartners.com
John T. Williams, Jr. joined Lakeview Capital Partners in 2013 as Managing Director, from the Private Client Group Wells Fargo Advisors, LLC. While at Wells Fargo Advisors, John headed a total wealth planning team focusing on wealth transition, retirement planning, and executive planning.
John has helped his clients navigate one of the most challenging decades by using one simple philosophy: “Do not take more risk than you need to accomplish your goals.” This mantra he learned while developing his practice with A.G. Edwards & Sons, has served his clients well through some of the most volatile times in financial history.
John is a graduate of Hampden-Sydney College in Virginia, where he earned a degree in Managerial Economics. He also holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and the Accredited Asset Management Specialist (AAMS) designation.
John is an advocate of healthy living and an active lifestyle. Whether it’s hiking, running, triathlon, or a round of golf, John enjoys the outdoors. In 2006, John became a certified Boot Camp & CrossFit Instructor. One of his passions is educating individuals on how to lead healthier lifestyles through exercise and nutrition. He is also an alumnus of the Leukemia & Lymphoma Society’s Team in Training.
He is committed to the advancement of children through his non-profit and philanthropic efforts. He currently serves on the Executive Committee of the Board of Trustee for the Children’s Museum of Atlanta, a former Board Member of the Boys and Girls Clubs of Metro Atlanta, and was a founding trustee of a private foundation that gives ongoing support to orphanages worldwide.