Our Team

Leadership

Keith Bloomfield
Chief Executive Officer
Keith Bloomfield

Chief Executive Officer

Keith is Chief Executive Officer and a founding partner of the firm. Previously, he worked as a Senior Managing Director and Corporate Counsel for Third Avenue Management LLC. Before joining Third Avenue, Keith was a Senior Associate for over eight years at Simpson, Thacher & Bartlett LLP, representing principals and financial advisors on domestic and international mergers and acquisitions, and private equity investments. Prior to joining Simpson Thacher, he was an associate at Lehman Brothers in the real estate investment banking group. In 2010, Keith and his co-authors published their book entitled “The Family Office, Advising the Financial Elite.” Keith received an L.L.M. in Taxation from New York University School of Law in 1997 and a J.D. from Hofstra University School of Law in 1996, where he was Managing Editor of Business for the Hofstra Labor Law Journal. He graduated cum laude with a B.A. from Tulane University in 1993. Keith is a member of the Brooklyn Sports & Entertainment Advisory Board for the Barclays Center and Nassau Coliseum.

P. SCOTT GREGORCHUK
Executive Chairman
P. SCOTT GREGORCHUK

Executive Chairman

Scott is Executive Chairman and a founding partner of the firm. Previously, he was a Managing Director at the J.P. Morgan Private Bank where he delivered wealth management advice (investment, credit, estate planning and fiduciary) to J.P. Morgan’s wealthiest families, foundations, and corporations.

Scott headed Global Client Solutions for the Global Wealth Management division at Citigroup and was a member of the Citigroup Management Committee. He directed the activities of the Citigroup Family Office, Global Private Partners, the Corporate and Executive Solutions Group, the Special Investments Area, and the partnership with the Citigroup Investment Bank. He joined Citigroup to form Global Private Partners to cater to Citigroup’s most significant individual clients globally.

Scott joined Citigroup from Morgan Stanley, where he co-headed the firm’s Private Wealth Management business in North America, and served as a member of the PWM Operating Committee. During his tenure at Morgan Stanley, he directly managed and advised on client portfolios, opened the Mid-Atlantic office, headed the firm’s New York office, and served as Managing Director and Head of the Northeast Region.Prior to joining Morgan Stanley, Scott was an executive at Goldman, Sachs & Co. in its Private Client Services division. Serving as a senior investment professional and member of a registered investment advisory team, he advised wealthy family groups, corporations, and foundations on their investment and wealth management needs.

Scott received his MBA from the Tuck School at Dartmouth and a B.A. in Economics from the University of Pennsylvania. He is an FAA-certified and instrument-rated pilot.

William D. Luterman
President and Chief Investment Officer
William D. Luterman

President and Chief Investment Officer

Bill is President, Chief Investment Officer, and a founding partner of the firm. Since 2000, he has served as the CIO for the Brook J. Lenfest family office (Brooks Capital Group, a predecessor organization) and for The Brook J. Lenfest Foundation. He developed the family office’s alternative and traditional asset management programs.

Previously, Bill was an Executive Director at Goldman, Sachs & Co. in New York and was head of German derivatives trading for Goldman Sachs International in London. At Goldman Sachs, he applied his expertise to develop and trade structured products and exotic options for the firm. Prior to Goldman, Sachs, he was Vice President of Citibank Aktiengesellschaft in Frankfurt, Germany and a Senior Market Maker for Banque Nationale de Paris. He began his career at Timber Hill Incorporated.

Bill earned a B.S. from the University of Vermont, concentrating in International Finance. In addition to serving on numerous non-profit boards, Bill has served on the Pennsylvania Treasury Department’s Financial Asset Management Commission as a direct advisor to the State Treasurer, and has been appointed by the Honorable Tom Wolf, Governor of the Commonwealth of Pennsylvania, to be his designate on the Banking and Securities Commission.

James C. McGrath, CFA, FRM, CAIA
Director of Research
James C. McGrath, CFA, FRM, CAIA

Director of Research

James is Director of Research and a partner of the firm. He has more than two decades of experience in capital markets, security analysis, due diligence, banking, and investment research. He joined the predecessor firm in 2003 and was instrumental in developing its alternative assets investment program and research functions, including the firm’s internal, proprietary quantitative analysis technology.

Previously, James was with the Federal Reserve Bank of Philadelphia where he assessed asset backed securities, emerging transactions, and payment system risk and economics. Prior to joining the Federal Reserve, he developed partnership accounting and trade order management solutions, and led the group that implemented risk management methodology and portfolio analytics for Bank of America’s hedge fund clients. Previously, he was a member of the Financial Engineering team of the Global Principal Finance group at UBS. He structured securitized credit products and implemented daily hedging and financing transactions for the group’s global portfolios. He began his financial career on the Global Equity Program Trading desk at Salomon Brothers as a quantitative analyst.

James graduated from the University of Pennsylvania with honors, earning two degrees: a B.A. in Philosophy and a B.S. in Economics from the Wharton School. He was a Joseph Wharton Scholar and a three-time letter winner in varsity lightweight crew. He earned an MBA in Finance with distinction from the Yale School of Management where he helped to teach several courses in finance, statistics, and game theory as an assistant for renowned university faculty. James was on the United States team at the World Championships in orienteering for four consecutive years. He founded the endowment for the United States Orienteering Federation and has served on several non-profit boards, including the Mid-Atlantic Hedge Fund Association (MAHFA) and the Endowment Board of the Union League of Philadelphia.

Professional Staff

Sharon Choong
Quantitative Analyst
Sharon Choong

Quantitative Analyst

Sharon joined the firm in 2016, and is responsible for supporting the firm’s suite of quantitative tools and developing proprietary analytical software. She is primarily engaged in software engineering, business process automation, and database administration and development, in addition to being involved in various quantitative modeling projects.

Sharon graduated from the University of Pennsylvania with honors. She earned a B.S. in Economics from the Wharton School with concentrations in Statistics and Finance, and a minor in Mathematics. She is currently a CFA Level III candidate.

Melissa E. (McBrearty) Ciro, CFP®, CAIA
Investment Associate
Melissa E. (McBrearty) Ciro, CFP®, CAIA

Investment Associate

Melissa has been with the firm since 2009. She participates in manager sourcing and due diligence for all alternative investments, is actively engaged in portfolio analysis and rebalancing, and supports the firm’s proprietary quantitative analysis technology. Prior to joining, she was selected for Ameriprise Financial’s marketing and financial services program.

Melissa graduated cum laude from Saint Joseph’s University, earning her Bachelor of Science degree in Finance, with a minor in Psychology. Melissa obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2014, as well as the CAIA designation in 2016.

Christopher L. Fagley, CFP®, IACCP®
Chief Operating Officer
Christopher L. Fagley, CFP®, IACCP®

Chief Operating Officer

Chris has over 25 years' experience in the financial services industry. Prior to joining the firm, Chris served as Chief Operating Officer/Chief Compliance Officer from 2012 to 2016 for Zeke Capital Management LLC, a boutique registered investment adviser located in Berwyn, PA. Previously, Chris spent 7 years as Vice President of Information Services with Glenmede Trust Company in Philadelphia, overseeing all wealth management and trading platforms. From 1998 to 2005, Chris was employed by Davidson Trust Company in Devon, PA. as Vice President of Operations where he implemented order management and portfolio accounting systems, as well as oversaw all client and composite performance measurement. Prior to Davidson, Chris spent 6 years with The Vanguard Group in Malvern, PA as a relationship manager for HNW individuals before moving into a more operational/technical role with Vanguard’s fee-based advisory service.

Chris graduated with a Bachelor of Arts degree from West Chester University with a concentration in Economics, as well as earning the CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Certified Compliance Professional designations.

Natalie B. Green
Client Associate
Natalie B. Green

Client Associate

Natalie is a Client Associate with over 17 years’ experience in the financial services industry. She is responsible for servicing the needs of new and existing clients, including administrative tasks, performance reporting, and trade executions. Prior to joining the firm, Natalie served as a Senior Client Associate at Morgan Stanley Private Wealth Management supporting multiple advisors with $4 billion AUM. Natalie earned her B.S. in Finance from West Chester University.

Felicia Kapsas
Client Associate
Felicia Kapsas

Client Associate

Felicia has over 15 years of financial services expertise. She joined the firm in 2010 and is responsible for client coverage and communications regarding account documentation, trade executions, performance reporting, and research. She has been a primary point of contact for clients regarding all routine investments, account transfers, and portfolio reviews. Prior to joining, Felicia was a Financial Advisor at Morgan Stanley in Boca Raton, Florida, where she was instrumental in managing high net worth client relationships. Previously, she was a Senior Registered Associate at Perry Financial Group.

Felicia attends Drexel University in Philadelphia, PA and earned an AA degree from Centenary College, in Hackettstown, New Jersey.

Kathleen E. Keating
Chief Compliance Officer
Kathleen E. Keating

Chief Compliance Officer

Kathleen bring over 20 years of legal, audit and regulatory compliance experience to the firm. After working with LGL in a consulting capacity, Kathleen assumed the role of Chief Compliance Officer in September 2018. Previously, Kathleen was a Director of Compliance - Affiliate Legal and Support for AMG Wealth Partners. Prior to AMG Wealth Partners, she served in progressively senior compliance roles at firms including Franklin Resources, Inc. and Credit Suisse Group - Private Equity Division culminating in serving as the Chief Compliance Officer for boutique registered investment advisers.
Kathleen holds a BA in Business Administration from St. Joseph's College, a JD summa cum laude from New York Law School and a LL.M. cum laude in Corporate Transactions and Finance from the University of Alabama School of Law.

Michael T. LoCasale
Investment Associate
Michael T. LoCasale

Investment Associate

Michael LoCasale is an Investment Associate with LGL Partners. Originally a summer analyst in 2014, he rejoined the firm in 2018. Michael participates in manager sourcing and diligence for traditional and alternative investment offerings, is involved in portfolio analysis and rebalancing, and supports the firm’s ongoing client activity. Prior to joining LGL, Michael worked as an Investment Associate on Janney Montgomery Scott’s Research Team. There he helped maintain JMS’ recommended lists of mutual funds, separately managed accounts, and exchange-traded funds, and assisted the firm's overall investment selection process. Michael graduated from the Wake Forest University School of Business where he earned a B.S. in Finance. He is currently a CFA Level III candidate.

Michael T. McDermott
Operations Analyst
Michael T. McDermott

Operations Analyst

Michael McDermott joined the firm in 2017 as an Operations Analyst. Michael provides dedicated operational support to client associates and partners, monitors and maintains clients’ alternative investment data in our portfolio accounting systems, assists in the improvement of the firm’s business processes, and helps to prepare reporting packages for our clients.

Michael graduated summa cum laude from Temple University, where he was a Presidential Scholar and a member of the Temple Honors program. He earned a B.A. with distinction in Economics and Spanish, and completed minors in Business and Political Science.

CHRISTINE A. MYHRER
Executive Assistant
CHRISTINE A. MYHRER

Executive Assistant

Christine is an Executive Assistant with more than eight years’ experience as both an Administrative Assistant and an Office Manager. Prior to joining the firm in 2018, Christine worked for Cain Brothers, a Division of Keybanc Capital Markets in New York City. Christine graduated from Marymount Manhattan College in 2008 with a B.A. in English.

Michael D. Rocchi
Analyst
Michael D. Rocchi

Analyst

Michael joined the firm in 2016. He supports our proprietary internal quantitative analysis technology, participates in our hedge fund and private equity manager due diligence program, and helps with daily client operations.

Michael graduated from Saint Joseph’s University earning his B.S. in Finance with a dual major in Economics.

Seth E. Stroback, CAIA
Director
Seth E. Stroback, CAIA

Director

Seth joined the firm in 2004 as part of the Brooks Capital Group family office, a predecessor organization. Seth was instrumentally involved in the development of the alternative asset program and currently participates in all stages of the due diligence process, from quantitative and qualitative analysis, to manager interviews, to portfolio construction, and ongoing portfolio monitoring. Seth is a liaison between the family office and its current underlying managers, and actively sources new hedge fund and private equity fund investment opportunities. Previously, Seth completed a summer position with the Alternative Investments Group at UBS in New York, where he performed similar hedge fund due diligence functions.

Seth earned a B.S. in Marketing and Economics from the University of Delaware. He is currently a Board Member of the Endowment Foundation for the National Tay-Sachs and Allied Diseases Association of Delaware Valley, and a founding member and Chapter Executive for the Chartered Alternative Investment Analyst (CAIA) Association’s Philadelphia Chapter. Seth received the CAIA designation in 2011.

Justine M. Wollner
Client Associate
Justine M. Wollner

Client Associate

Justine is a Client Associate with LGL Partners. She has been with the firm since 2011, during which time she has been involved with our proprietary investment analysis technology, hedge fund and private equity manager due diligence program, and investment reviews. Ms. Wollner is responsible for client account servicing, facilitating trade executions, performance reporting, and general communication.

Justine earned her B.A. degree in Communications from Villanova University, where she was a four-time letter winner in varsity soccer, a four-time Big East All-Academic team member, and the sole team captain her senior year. Justine also played professionally for the Ottawa Fury.

John J. Yoo
Client Associate
John J. Yoo

Client Associate

John brings over 15 years of experience in the financial services industry. He is primarily responsible for account servicing and performance reporting. John formerly worked as a Performance Analytics Associate servicing high net worth clients at JP Morgan Private Bank in New York City. Prior to that, he was an Associate for Institutional Client Reporting at Morgan Stanley. John began his career at Smith Barney.

John graduated from the University of Massachusetts Lowell with a B.S. in Business.

Natalia T. Zager, CFP®
Client Associate
Natalia T. Zager, CFP®

Client Associate

Natalia has been with the firm since 2013, supporting all aspects of client relationship management, including financial planning, portfolio monitoring and rebalancing, reporting, and routine account servicing. She often coordinates with insurance, legal, and tax advisors on behalf of clients. In addition, she supports the executive team in advancing firm operations. Previously, Natalia spent four years as an Assistant Portfolio Manager at Veritable, LP, where she assisted in the design, implementation, performance reporting, and day-to-day servicing of investment portfolios for ultra-high net worth families and foundations.

Natalia holds a B.S. in Finance from The Pennsylvania State University. She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2014.

Retained Consultants and Professional Affiliates*

Tracy W. Coyle
Client Associate
Tracy W. Coyle

Client Associate

Tracy W. Coyle is a Client Associate for LGL Partners. Ms. Coyle joined the family office in 2004 and has over ten years’ experience in the financial services industry. Ms. Coyle handles operations and management at the firm. Previously, Ms. Coyle worked for Morgan Stanley in New York City. Her duties included the management of regional office operations and the direction of all management support personnel. Ms. Coyle received her B.A. in Human Resources from the University of Delaware.

Thomas A. Laboon
Consultant
Thomas A. Laboon

Consultant

Thomas A. Laboon provides property management, multiple residence management, and consulting services for LGL Partners. Mr. Laboon brings 39 years of experience in acquisition, construction, management and operational leadership positions for both the public and private sectors. He has managed various properties for the Lenfest family since 2002.

Most recently, Mr. Laboon served as a General Contractor for Beachlen Development Company, LLC to design and develop large oceanfront estate residences in Vero Beach, FL. He has served as the Owner's Representative, a contractor, and liaison to architects, local governments, and neighbors for major renovations to substantial estates in the Northeastern United States.

Previously, Mr. Laboon served for 20 years in the U.S. Navy’s Civil Engineer Corps, performing construction and facilities management of all types; directing a variety of programs and contracts for new facility design, construction, maintenance and repair; conducting feasibility studies; developing strategic plans; and working at the highest levels of the US government as the White House civil engineer for four years.

During his Naval career, Mr. Laboon was responsible for overseeing contractors and A/E firms at numerous locations, including the White House complex and at Camp David. He developed strategic and emergency response plans and directly interacted with Presidents Reagan and Bush on several projects involving maintenance and security of their personal residences.

He earned a M.S. and B.S. in Engineering from the Georgia Institute of Technology, and a B.S. in Mechanical Engineering from the U.S. Naval Academy. He is a Class A Contractor in Virginia.

Vincent C. Travagliato, Esq.
Advisory Director
Vincent C. Travagliato, Esq.

Advisory Director

Vincent C. Travagliato is an independent Advisory Director to LGL Partners, consulting as needed with the LGL management team on the integration of clients’ estate, income and investment plans.

Vince has over 22 years’ tax and estate planning experience, including 10 years building and running the Estate Planning Strategy Team of a major private bank where his role was to integrate and optimize clients' estate, income and investment plans.

Previously, Mr. Travagliato practiced as an attorney at Brown & Wood (now Sidley Austin) in the Trust and Estate Group where his specialization was estate planning and administration. He started his career as a CPA in the Tax Department of Deloitte & Touche where his focus was on US income tax planning and compliance.

He is also the founder of, and currently runs, the Travagliato Law Firm, a boutique New York firm focusing exclusively on estate planning and administration.

Mr. Travagliato earned a BBA, summa cum laude, in Public Accounting from Pace University, 1988, where he was also the Lubin School of Business valedictorian. He subsequently earned a JD, cum laude, from the Fordham University School of Law. He is licensed as a CPA but is currently inactive as such.

*Retained Consultants and Professional Affiliates are not employees of LGL Partners.