As a Client Service Analyst, Lindsay supports her team through conducting client portfolio analysis, performing investment research and providing financial planning support to help advisors meet our clients’ evolving financial goals.
She earned her Bachelor of Business Administration in Finance from the University of Miami, where she was a Bermont Carlin scholar.
Lindsay grew up in Darien, CT, where she still resides. In her free time, she can be found cycling at SoulCycle, baking and reading.