CWG News: Steve Lindgren – Certified Investment Management Analyst®

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Crown Wealth Group is excited to announce the recent accomplishments of our CIO, Steve Lindgren. Steve recently earned his Certified Investment Management Analyst® designation after completing Yale’s CIMA® registered education program and passing the certification exam. Steve was also voted in as the new President of the Charlotte Economics Club  after serving on the Board of Directors for two years.

The CIMA® designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy, and performance measurement. The program was offered through Yale School of Management and is a key advantage for investment professionals like Steve. In order to pass the exam, it is assumed that approximately 250 hours, or six to nine months, of study time is needed. The CIMA® certification is known to be the peak international, technical portfolio construction and investment management program.

Steve joined the Charlotte Economics Club in December 2020 and became involved by holding a seat on the Board of Directors. In January, he was voted as the new President of the Charlotte Economics Club, a position that he is excited to hold and excel in. The Charlotte Economics Club’s mission is to provide leadership in the use and understanding of economic information and industry trends that affect our region’s economic growth.

With over 100 members, the Charlotte Economics Club is the largest chapter in the country for the National Association for Business Economics (NABE), which has around 24,000 members in total. The club holds monthly meetings featuring the top minds in economics, government, and business. Recent speakers have included chief economists from Wall Street banks, CEOs of Fortune 500 companies, and local business leaders.

Steve brings this increasingly needed knowledge to our firm as we continue to deepen our Personal CFO performance for the families we work with.

To learn more information about the CIMA® designation, please visit More information about the Charlotte Economics Club can be found at