Leadership

Lakeview Capital Partners – Advisory Board

Comprised of senior executives and industry experts, our Advisory Board convenes distinguished individuals united by their unique industry knowledge and leadership skills that complement the work of Lakeview’s professionals.

John Rhett

Former Chairman and CEO of SunTrust Investment Services

Tom Tracy

Former Chairman and CEO of SunTrust Robinson Humphrey

Kyle Tomlin, CFA®

Co-founder of Lone Peak Capital Group, LLC, a diversified financial investment firm, and co-founder of Riverside Advisors, LLC, an SEC registered investment advisor. Riverside was co-founded by Mr. Tomlin to focus on implementing an investment philosophy that he learned while mentored by Sir John Templeton for over 10 years.

Brian Simmons, CPA

Co-founder of Lone Peak Capital Group, LLC, a diversified financial investment firm, and also serves as the Chief Operating Officer and Chief Compliance Officer of Riverside Advisors, LLC, an SEC registered investment advisor that manages global long/short equity hedge fund strategies.

Management Team

Our Executive Committee determines the company’s strategic direction and oversees the broad scope of our operations.

Chip Brackley

Managing Director

William T. Grasty

Managing Director

Carolyn LaRocco, CFP®

Senior Consultant

Laurie Lougher

Director of Partner Integration

Courtney Tomlin

Director of Operations

John Williams, CFP®

Managing Director

The Lakeview Team

We share a vision for a better way of delivering financial services and bring a demonstrated pool of experience and extensive industry insight. A dynamic mix of diverse disciplines, we work hard to attract, hire, and invest in the absolute best talent. Our team includes professionals with extensive expertise in a wide range of areas and holding the following designations: MBA, CFP®, CFA®, CMT®, CRPS®, and CRPC®.

Advisory Team Leaders and Directors

Amos T. (Ted) Beason

Managing Director

Beth Bosworth, CFP®

Director of Financial Planning

Chip Brackley

Managing Director

Kyle Crawford

Managing Director

Jim Funk, CFP®

Managing Director

William Grasty

Managing Director

Mitsy Mangum

Managing Director

Kane McGukin
Rick Sampley

Managing Director

Ron Savarese

Managing Director

Chris Spires, CRPS®

Managing Director

Joe Tracey

Managing Director

Rob Varn, CFA®

Managing Director

John Williams, CFP®

Managing Director

Lakeview Institutional Consulting Group

Carolyn LaRocco, CFP®

Senior Consultant

Adrian E. Chastain, CFE®

Operations Director

Patrick Hines

Analyst

Kristen Kornegay

Performance Analyst

Zachery Meynard

Performance Analyst

Operations

Beth Bosworth, CFP®

Director of Financial Planning

Laurie Lougher

Director of Operations

Laura Shedd

Client Relationship Specialist

Erin Thruston

Client Service Specialist

Courtney Tomlin

Chief Compliance Officer

Lashika Turner

Client Service Specialist

Our Professional Resources

Corporate Retirement Plans

Trust and Estate Planning

Tax and Business Services

Private Banking