James Challen Cfa, Caia

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.