David Weeks is a control person of LMCG Investments and directly owns between 5% and 10% of it. David Weeks holds a B.S. in Finance from Lehigh University.
LMCG Investments is an investment adviser based in Boston, MA, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and state or municipal government entities. Its regulatory assets under management total $6.83 billion, as filed on 9 April 2026. Its fees, ownership and offices are on the firm’s profile.
David Weeks is Managing Partner, Chief Investment Officer, Serenitas Investment Team of LMCG Investments. He joined LMCG in 2015 and is a Board Member of LMCG. Before joining LMCG, he co-founded Serenitas Capital, which was acquired by LMCG, and previously worked at Merrill Lynch, Moody’s Investors Service and the Philadelphia and American Stock Exchanges.
- CRD
- 3254503
- Firm
- LMCG Investments · CRD 149936
- Role
- Member/Board Member
- In role since
- March 2022 · 4 years
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- Boston, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lmcg.com
Where does David Weeks work?
David Weeks has been Member/Board Member of LMCG Investments, LLC since March 2022, and is a control person of the firm.
How can I verify David Weeks’ record?
David Weeks’ role is listed on LMCG Investments, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 149936.
Kenneth SwanPresident, Chief Executive Officer, Board Member
John DespotopulosMember, Chief Operating Officer- Brooke ReganChief Compliance Officer
Andreas EcknerMember- Richard GanongMember/Board Member
Guillaume HorelMember
Nan-Marie JaegerMember
Ajit KumarMember- John LaytonMember
Edmund PriceChief Legal Officer- Jason SeltzerBoard Member
III TowerManaging Member, Board Member
Edwin TsuiMember