People Moves

US Investment Advisor Hires From Atlanta-Based Wealth Manager

Wendy Spires Assistant Editor June 22, 2009

US Investment Advisor Hires From Atlanta-Based Wealth Manager

LCG Associates, an Atlanta-headquartered institutional investment consulting firm, has recruited James McElroy as a consultant from Atlantic Trust Private Wealth Management.

In his new role Mr McElroy is based in Atlanta and his responsibilities include investment strategy development and investment advice, manager due diligence and special research projects.

While at Atlantic Trust Private Wealth Management Mr McElroy was responsible for advising, constructing, and maintaining customised investment portfolios for high net worth families, foundations, and endowments. His role also included trading equities, designing performance reports, compliance and evaluating investment managers in both traditional and alternative asset classes.

LCG, which is employee-owned, provides investment consulting services for corporations, utilities, endowments, foundations, not-for-profit organizations, healthcare organizations, and other institutional asset pools.

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