LCG Associates, Inc.
David Emerson, CFA, CAIA has extensive work experience in the finance industry. David began their career in 1996 as an Investment Broker at Bear Stearns. Following that, they worked at Everen Securities as an Investment Consultant from 1997 to 1998. David then joined Callan Associates Inc. as an Analyst, where they worked from 1999 to 2000. In 2001, they served as a Summer Associate at Barclays Capital. In 2002, they joined SHDR as a Vice President, and in 2003, they joined LCG Associates as a Consultant, later advancing to Vice President and eventually Senior Vice President and Principal. David held these roles at LCG Associates until present.
David Emerson, CFA, CAIA completed their education with a Master of Business Administration (MBA) degree in Finance from the University of Maryland - Robert H. Smith School of Business, which they pursued from 2000 to 2002. Prior to that, they obtained a Bachelor of Arts (AB) degree in Political Science from the University of Michigan, which they completed from 1993 to 1996.
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LCG Associates, Inc.
Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. We are 100% employee-owned and derive all of our revenue from consulting services. LCG does not receive “finder’s fees,” commissions, soft dollars, or rebates from any investment management firm. We do not sell performance data to managers nor do we charge them to have their information in our proprietary database. Because 100% of LCG's revenues are from institutional and private investors, we provide objective and independent recommendations.