LCP Institutional, LLC

Charles Ambroselli is a CFP® with 16 years of experience in the financial services industry. He is currently an advisor at LCP Institutional, LLC, having previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Purshe Kaplan Sterling Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes customized financial profiles and investment plans with portfolios constructed primarily from ETFs, mutual funds, and common stocks, often using fundamental analysis and long-term allocations.

Christopher Wilson is a financial advisor at LCP Institutional, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, Wright Fund Management, and RUSSELL Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting services to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes client involvement by managing a significant portion of assets on a non-discretionary basis and employs fundamental analysis and long-term allocations using ETFs, mutual funds, and common stocks.

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.