LCG Associates, Inc.
James Challen, CFA, CAIA has worked at LCG Associates, Inc. since December 2009, starting as a Consultant and later progressing to Vice President, Senior Vice President, and currently serving as the President since July 2023. Prior to joining LCG Associates, Inc., James worked at Morgan Keegan & Company as a First Vice President from August 2008 to December 2009.
James Challen, CFA, CAIA, obtained their Bachelor's Degree in Finance from the University of Colorado Boulder from 1998 to 2002. Additionally, they hold a Chartered Alternative Investment Analyst (CAIA) Charter from the CAIA Association and is a Chartered Financial Analyst (CFA) Charterholder from the CFA Institute. The specific dates of obtaining these certifications are not provided.
This person is not in the org chart
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.