By Richelle Heinauer

LCG Advisors Strengthens its Wealth Management Practice


LCG Advisors strengthens its wealth management practice

TAMPA, FL, September 3, 2015 — LCG Private Client Group, LLC, a Tampa based investment advisory firm and subsidiary of corporate finance firm LCG Advisors, is proud to announce the hiring of Simon Sumner as its Chief Investment Officer.  Sumner joins the firm with over 19 years of investment management experience serving the needs of high net worth clients, entrepreneurs, and institutional investors. Most recently, Sumner was Senior Portfolio Manager for U.S. Trust where he helped families develop and implement customized investment solutions tailored to each client’s specific needs with an emphasis on asset allocation, security selection, portfolio optimization and hedging strategies.

“Simon’s extensive experience in meeting the complex needs of active investors and business owners is a perfect complement to our existing investment banking and wealth management practices,” said Brian Smith, a Managing Partner with LCG. “We continue to see significant demand for high-end, boutique wealth management services as business owners post-recession have become highly diligent with respect to long term planning and asset preservation yet more creative with regard to growing their net worth,” he added.

“I’m excited to be joining LCG’s Private Client Group where I’ll have the flexibility to create highly customized solutions for my clients and be able to leverage LCG’s capital raising and M&A expertise for my clients’ businesses,” stated Sumner. “Advisors at the larger institutions are becoming more and more constrained and the focus is less on service, so this transition to a boutique firm was a natural progression for me.”

Sumner is a Chartered Financial Analyst and graduated with a Bachelor’s Degree in Accounting from the University of Florida.  He is a native of the United Kingdom and immigrated with his family to the United States in 1990. Sumner lives in the Carrollwood area with his wife Erika and his daughter Sadie and is actively involved in the community.

About LCG Advisors

LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, wealth management, risk mitigation and other select advisory services. Founded in 2003, LCG’s team of 50 professionals work in conjunction with business owners, financial institutions, and active investors to assist them with the changes that occur during all phases of their business or personal lifecycle.

Media Contact

Monica Christopher, Vice President Marketing and Community Relations
[email protected]
(813) 226-2800


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