Relativity Capital Advisors is an independent fee-only registered investment advisory firm, which means we do not take any commissions and are here to serve our clients, period. We are not owned by a bank, broker, broker dealer, insurance company or any other financial services firm. We take our fiduciary responsibility to our clients very seriously.
“Individual commitment to a group effort — that is what makes a team work, a company work, a civilization work.” – Vince Lombardi
G. Thomas “Tommy” Lackey Jr. CMT CFP® CFS
Tommy is a managing partner and portfolio manager at Relativity Capital. He utilizes a top down approach applying his proprietary technical tools developed over the last decade to analyze and dismantle the equity markets in order to see what is really going on inside to better guide the investment process. Taking this knowledge to funnel down and measure the markets based on various forms of relative strength helps more objectively manage the portfolios in an attempt to move where the money is going and away from where it is leaving. This provides a path to better tactical entries into positions while giving equal weight to risk management of the portfolios on both the macro and micro levels.
After graduating from University of Georgia with a Finance degree with a concentration in Economics, Tommy began his career in the financial services in 1994 when he joined an Independent planning firm where he quickly moved into management while managing his own clients as well as a group of other planning associates. In November 1999, he co-founded Barber Lackey Financial Group. While working with clients and their investment portfolios at Barber Lackey Financial Group, Tommy received the designations of Certified Financial PlannerTM (CFP®), Certified Funds Specialist (CFS) and Chartered Market Technician (CMT). Bringing with him over 22 years of industry experience and wisdom, Tommy co-founded Relativity Capital Advisors with his wife, Jennifer, in 2016. Relativity Capital is a fee-only registered investment advisory firm specializing in actively managed portfolios. Tommy also publishes much of his own research on an unaffiliated blog at gtlackey.com.
After living in the Atlanta area most of his life, Tommy, Jennifer and their two sons, Jonathan and Jameson, moved to the Lake Oconee area in Greensboro, GA in August 2010. Tommy and his family regularly attend Lake Oconee Church, a satellite of North Point Community Church, where he currently serves on the Production Team. Tommy enjoys most sports and fishing with his boys.
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson
Jennifer Driver Lackey
Jennifer is a managing partner and serves as Chief Compliance Officer at Relativity Capital. She also spends much of her time making sure our clients have the best possible experience by running a tight ship. Jennifer entered the financial services industry in August 2001 as an intern at Barber Lackey Financial Group while working towards her undergraduate degree. She graduated from the University of Georgia Terry College of Business with a degree in Banking and Finance in December 2001 and immediately began studying and working toward obtaining her industry related licenses. Jennifer quickly advanced to become the firm’s Chief Compliance Officer where she served for over a decade while continuing to provide excellent service to all of the firm’s Investment Advisory clients. Bringing with her 15 years of experience in the industry, Jennifer co-founded Relativity Capital Advisors, a fee-only registered investment advisory firm, in 2016 with her husband, Tommy.
Jennifer is a native of the Atlanta area, growing up in Stone Mountain. She now lives in Greensboro, GA in the Lake Oconee area. Jennifer, Tommy and their two sons, Jonathan and Jameson regularly attend Lake Oconee Church, a satellite location for North Point Community Church. Jennifer has been on the Pete Nance Boys & Girls Club Advisory Board since August 2011 where she served as Secretary for over three years and is now an active part of the Club’s Events Committee. Jennifer also participates as a member of the Leadership Team, Team Captain and Team Member of the Lake Oconee Academy Parent Association team for Relay for Life of Greene County. She also volunteers regularly at Lake Oconee Academy where her sons attend school. During her time off, Jennifer spends her time on what is most important to her – her family, including their two rescued fur babies, Halen and Alice.
“Talent wins games, but teamwork and intelligence win championships.” – Michael Jordan
Joe S. Kunkle
Joe is the head research analyst at Relativity Capital. He utilizes a multi-prong approach to identify the investment opportunities for the portfolio. Joe also plays a role in portfolio construction and developing the value-added option strategies for the portfolio. He utilizes a unique approach of incorporating institutional options flow analysis into security selection. He has been investing for 15+ years and is always evolving his approach by developing new metrics/tools for analyzing stocks.
Joe graduated from Bentley University in 2005 with a Bachelor’s of Science in Finance, and in 2007 at Boston University with a Master’s of Science in Investment Management. After completing his Master’s, Joe moved from State Street to Thompson Global which was then bought by Reuters. Joe worked as an Equity Analyst for Thomson-Reuters on a new venture titled Thomson Squawk-Box providing a wide array of live market analysis which included, but was not limited to swing trades, long-term trades, monitoring of the options market, option trading strategies, sector analysis, conference call coverage, earnings previews, trading tools, intraday trades, and other trading strategies. From there, he created the Trader’s Hub, an interactive chat room via Reuters Messaging, where he provided live daily market coverage and trade ideas to the top traders at more than 50 institutions and hedge funds. He left that venture in 2008 and launched OptionsHawk, Inc. (www.OptionsHawk.com) where he provides market analysis, proprietary security research, event-driven option strategies, and multiple investment tools/resources for his subscribers. His work has been featured at multiple media outlets including the Wall Street Journal, Barron’s, Bloomberg, and Reuters. OptionsHawk, Inc. is unaffiliated with Relativity Capital Advisors, LLC.
Joe currently resides in Doylestown, PA in Bucks County with his wife Elena and daughter Ayla.