National Association of Dental Plans

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Places Near Dallas with Associations

Richardson (5 miles)
Addison (7 miles)
University Park (9 miles)
Carrollton (11 miles)
Garland (13 miles)
Plano (13 miles)
Coit Plano (13 miles)

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Email

Extra Phones

Phone: (972) 458-6998

Phone: (972) 687-9205

Phone: (214) 368-4030

Phone: (972) 387-9821

Phone: (972) 458-8002

Location

Park Central III

Neighborhoods

North Central Dallas, Hillcrest Forest

AKA

Dallas Associated Dermatologists

International Association

L C G Associates Inc

Associa

International Association of Exhibitions and Event

ATR & Associates

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Associations, Business & Trade Organizations, Social Service Organizations

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Phone: (214) 987-3376

Address: 12700 Park Central Dr, Dallas, TX 75251

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National Association of Dental Plans

Income Tax
During her time at CAU, Marcy volunteered with the Volunteer Income Tax Assistance providing free tax return services and analyzing documentation to determine appropriate tax treatment. She also volunteered with Bureau Des Avocats Internationaux managing the financial budget for events as well as planning and executing an empowerment forum.

Investment Management
Manager due diligence and monitoring continues to be one of LCG’s core services. Often times investment management firms want to know how their strategy compares relative to their peers. To assist current and prospective investment managers, LCG distributes this peer comparison within 10 business days after the end of each quarter. LCG does not receive any compensation related to the collection or distribution of this data. This data does not purport to be LCG’s track record. Below are the most recent publications.
Mutual Funds
Entry level position – Responsible for collection, input and analysis of client custodial bank and mutual fund statements, and all other pertinent information for the preparation of monthly and quarterly client performance reports. Accuracy and timely delivery of client report according to client and consultant requirements. Candidate must be professional, well-organized, detailed oriented, and productive under pressure due to tight time constraints. A working knowledge of institutional investing, financial terms and capital markets must be demonstrated.
Wealth Management
Cam previously served as a Relationship Manager with Atlantic Trust Private Wealth Management, where he was responsible for advising, constructing and maintaining customized investment solutions for high-net-worth families, foundations and endowments. Also during his tenure with Atlantic Trust, he gained valuable experience trading equities, designing performance reports, assuring firm compliance with regulators and evaluating investment managers in both traditional and alternative asset classes. Cam began his career as a Junior Financial Analyst with Farr, Miller & Washington in Washington, DC.

Accounting Services

Financial Planning
Marcy graduated from Clark Atlanta University (“CAU”) with a B.A. in Finance and Financial Planning. She was the Social Media Coordinator for the Financial Planning Association and a member of Curls on Campus. Additionally, Marcy received the CAU Undergraduate Studies Scholarship.
Retirement Planning
Mr. Lubin joined LCG in 1996 and is a member of the Board of Directors. He also is a member of the Risk Management Committee, Investment Committee, Diversity & Inclusion Committee and is Chair of the Benefits Committee. At LCG, Michael is responsible for multiple client relationships including endowments / foundations, corporations, defined benefit pension plans, defined contribution plans, family offices and healthcare systems. In addition to lead consulting responsibilities, he conducts capital market and asset class research and investment manager due diligence. Previously, Michael worked at Barrow, Hanley, Mewhinney & Strauss, Inc. and Mercer Investment Consulting.
Asset Management
Asset allocation is among the most important decisions that investors make. Asset allocation has an important role in a portfolio’s long-term return. We believe that modeling the asset mix is one important tool in determining an investor’s long-term strategic asset allocation. LCG’s approach to helping clients make asset allocation decisions is highly customized, and our proprietary software is a reflection of that. LCG’s internally developed systems are purposefully designed such that we are not beholden to a single model or set of assumptions. Examples of asset allocation modeling commonly used by LCG include...

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