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Partner
Park Avenue
Client Advisory
Lindsey is a Partner in the New York office and has over twenty years of experience in the financial services industry with responsibility for portfolio investment strategies and asset allocation for high net worth and institutional clients. Lindsey is a member of the firm’s Investment Committee. He also serves on the Manager Selection Sub-Committee, Compliance Sub-Committee, Performance Monitoring Sub-Committee and the Best Execution Sub-Committee. Lindsey works in the New York office.
Prior to joining Cerity Partners, Lindsey was a Director in Deutsche Bank Private Wealth Management’s New York office. He was responsible for asset allocation and manager review for investment assets in client portfolios. Prior to joining Deutsche Bank in 2010, Lindsey had spent four years at Citi Private Bank as an Investment Counselor. Prior to that, He spent seven years at US Trust Company and two years at Neuberger Berman.
Q:
Why is Investment Advisory important, especially today?
I've been in the financial industry for almost 25 years. As a result, I've experienced many markets cycles, many booms and busts, and have lived through some very challenging times in the markets. These experiences have taught me how to better process information, collaborate with clients and co-workers, and not make emotional decisions. This doesn't mean I don't connect with people on an inter-personal level. But, rather that I can better understand other people's perspectives and make more informed decisions without letting emotions or feelings interfere. Given the current volatility in the markets, having experience and 'steady hand' can make all the difference in the world to help clients during challenging times.
What should your clients know the most about you?
I love what I do. I love discussing investments, the markets, the economy, etc. I enjoy being able to thoughtfully discuss a broad range of topics and how they might impact a client's investments. It's almost a necessity to understand everything from the markets in general, to economies overseas, to geopolitical events to individual portfolio strategies. I'm a curious person by nature to the ability to constantly have to learn about so many varied topics fits me very well. I also love the fact that the markets are so dynamic, that every day is different, and that my 'job' as an advisor is never finished. I have to keep growing and learning each and every day to get better and to serve my clients to the best of my abilities.
What do you do in your personal life that helps you help your clients?
I'm very active in my personal life. I spend time with family, friends, exercise, coach kids' sports teams, watch Jeopardy, and golf (when the weather's nice). Because of these various activities, I have different roles and perspectives at different points in time. For example, when coaching a child's sport, I need to be a motivator, positive, provide constructive feedback, etc. When I'm with friends, I'm curious about their personal and professional lives, which provides me with perspectives on my community as well as various parts of the economy. In almost all of these activities though, i'm connected to other people and/or my community. My ability to have close relationships with others is something my clients benefit from. I believe clients want to work with people they genuinely connect with and this is one of my strengths.
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Aimee M. Adler, CFP®
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Karen Angrisano
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Richard Azarloza, CFA, CFP®
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Laurie Beth Baird, CFP®, CPA, JD
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Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jonathan Berrios
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Jeffrey Blanchard, CFA
Vanessa Blue
Andrew Blumenthal, CFP®
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Amanda Brummel, JD
Michael Bryan, CPA
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Craig Burger, CFA
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Tessa Carr
Vonny Carrington
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Chris Carter, CPA
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Brian Casey
Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Becky Whetstone Cheetham
Cecilia Chen, CFA
Charlene Chessler, CPA
Dr. Indu Chhachhi
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Andrew T. Chudy
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Jake Clemens, CFA, CFP®
Jacob Clemons, CPA
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Tim Cooper, CPA
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JD Costello
Maddie Costlow
Meghan Cottrell
Ralph Coutant, CFA, CMT
Trevin Cox
Christine M. Craig, CPA
Jodi Credit
Jenna Crockett
Kimberly Crowley
Brendan Cunningham
Dan Cupkovic, CFP®
William T. Curran, CIMA®
Russ Curry
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Jacey Dakin, CEPA®
Jeremy Davis, CFP®, CEPA®, CExP™, CHBC
Christina Davis
Robert Davis, CAIA, CFA
Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Breanna Decker
Thomas Decker, CFP®
Amanda Dekki, JD
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Michael Disharoon, CFA
Blake Ditto, CPA
Cheryl Donaldson
Neal Donhoff, CFP®
Kevin Dorwin
Katrin Doyle
Mimi Drake
Julio V. Driggs, JD, CFP®
Sarah Dudack
Ethan Duffy
Justin DuMouchelle, CFA, CFP®
Angie Duncan, CPA
Pierre duPont
Trina Durbin
Sarah Durham
Rebecca Dutka, CFA
Clint Eakles, CFP®
Anne Elliott
Jennifer Ellison, CFA
Kelly Emerine
Megan Endersby
April Essex, CPA
Ryan Eversole, CFP®
Alex L. Faber, CFA, CFP®
Adrian R. Fadrhonc
Cecilia Fajardo
Jessica Farrell, CFA
Stephenie Farrow
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Kellye Fields
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Justine Fonseca, CFP®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Tina Freeman
Richard B. Freeman, CFP®
Shadrack Frempong
Phillip French
Virginia Frisch
Brad Fry, CFA
Alison J. Gamble
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
James P. Gauthier, CFA
Jonah Gelhaus
Courtney Gentry
Stephanie Gervacio
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Bethany Gibson
Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
Tamara Golde, CFP®
Richard Golinski, CFA
Caroline Good
Bridget Goodbody, CFP®
Lauren G. Gooding, CTFA
Kathy Goodman
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Jeff Graf, CPFA
Dajion Grant
Kim Graven
Colin Gray, CFP®
Shelia Gray
Carrie A. Grey, CPA, CVA®
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
Todd Gruenig, CFP®
Ashley J. Guerra
JG Guidera
Theresa Guinto
Jake Gurock, CFP®
Colby Hackerman, CFA, CPA
Hunter Haley, CFP®, CPA
Shane Hall, CFP®, CAIA, CPWA®
Jill Hardesty
Ben Hardin, CFP®
Adam C. Hardy, CFP®
Amanda Harris
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA, TEP
Erica Hartog, CPA
Matt Hay
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Ashley P. Hembree, CFP®
Josh Herman
Delia Hernandez
Emily L. Herring, CPA
Elizabeth Hicks
Rebecca Hilchey
Jason Hill, CEPA®, CPA
Ann Marie Hindley
Caroline Hirt
Andrew Hoercher
Caren Holzhauer
Katelynn Hopper
Adam Hornek, CFP®
Ben Hout
Lyman Howard, CFA, CFP®
George Hubbard
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Jenny Huelsman, CFP®, CSA®
Connor Hufer
Karen D. Hunley
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
Ally Hyrcza
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Nick Jackson, CFP®, AIF®, JD, QPFC®
Darcy James
Chris Jameson, CRPC®
Shannon Jenkins, CEPA®, CFP®, CPA
Tyler Jenkins, CPA
Alex Jimenez
Kathryn Jodon
Peter A. Johnson
Blake Johnson, CFP®
Joshua Johnson
Brenda M. Johnson, CPA
Anne Johnston, CFP®
Nicole Joko
Thomas (TJ) F. Jones
Thomas S. Jones
Austin Jones, CFP®
André De Jong, FPQP
Wesley Jorette
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Mikel S. Keifer, CFA
Raymond Keith, CPFA
Kathryn Kennedy, CFP®, CPA, JD
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Dustin Kindervater
Rashad King
Becky Kingery, ARPS
Scott Kisselbaugh, CPA
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Stephen Klingler, CFP®
Jeffrey Knight
Jessica Kobaly
Gavin W. Koenig, CEPA®, AIFA®, CRPC®
Caroline Koenig
Allen Kozel, CFP®
Steven L. Kramer, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Kyle Kursim, CFP®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
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James Lebenthal, CFA
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Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Caleb Lee
Cameron Lehrmann, CPA
Yola Lerch
Boone Lewis
Edward Liberman
Andy Lin
Austin Little, CFP®
Robin Littlejohn
Ray Llewellyn, CFA, CFP®
Philip Logsdon
Marsha K. Logsdon
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Andy Machenheimer
Jory Makin
Steve Malbasa
Julia Malin, CFP®
Jacqualyn Malloy
Kelly Mangum
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Susan Matlow, JD, CFP®
Tricia Mattingly
Brian Mattingly, CFA
Joseph Matus, CFA
Demi Maya
Vince Mazzone, JD, EA
Ray McCarthy, CPA
Michael McCarville, JD
Alex McClure
Doug McCrea
Chuck McCurdy, CFA
Morgan McDowell
Paul McGloin
Matt McGrew, JD
Patrick McGuire, CPA
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Abby Miles
Karl O. Mills, CFA
Eric Minnick
Kristen Mitchel
Olive W. Mitchell, CFP®
Greg Mitseas
Christine Monyak
Sean Moore
Paul Moretti, CEPA®
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Craig Nance, CPA
Douglas Nardi, CFA
Matt Nardi
Tabitha Negron
Brad Nenni
Alan Ness, CFP®, AIF®
Seth Newby, CFP®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Chase Norcini, CFA
Joshua Norman, JD
Reed Nothwang, CFP®
Savanna Nunn
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Rebecca Occhiline
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Carlie Palmer
Kellie Panter
Crystal Papachristou
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Luke Parrish
Nicholas Pasichuke
Cristina Paul, CFP®
Jackson Pawley, CPA
Zack Payne
Yelena Pelimskaya, CFA
Maria Pereyra
Natalie Perez
Blake Perkins
Lizzie Perkins
Linda Pesa
Jeffrey J. Peters
Nicholas N. Petrelli, CFP®
Katie Pfeifer, CFP®
Richie Phares
Carman Phillips
Walker Phillips, CFP®, CIMA®
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Luke Ramey, CFP®
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Jill Reiter
Thomas Richardson, CPA
Will Richardson
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Kelly Robertson
Rhonda Robinett
Marianne S. Rodriguez, CFP®
Eduardo Noa Rodriguez
Derek Rogers
Tristan Romo
Keisha Rose
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Steve Roy
Veronica Rubio, CFP®
Alexandera (Alex) Rudish
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Sherrell Sabree
Alex Saikali
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Matthew Schonsheck
Aram Schotts, CFP®, CRPS®
Austin Schreck, CFP®
Abby Scott
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Nick Sheeley
Timothy Sheridon
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Lindsey Shimin, ARPS
Samuel Short
Claudia Showers
Bryan Silveira
Gary Silverman, CFA
AJ Simoncelli
Morgan Simpson
Jason Simpson, CFP®
Christina Simpson
Payton Sims
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
T.C. Smith
Lyric Smith
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Grant L. Smith
Ellie Snyder, CFP®
Mona Soliman
Javier Solis, CFP®
Robert J. Sollazzo, CFA
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
Robert L. Souza, CFA
William Speciale, AEP®, JD
Will Spence, CFA
Judith Spencer
Angel Spillers
Shelby Stahr, CFP®
Marisa Stancroff
John Stanovich, CFP®
Thomas Stasel, CPA
Philip Steele, AIF®
Katie Stenger
Kyler Stephens
Elizabeth W. Stone
Jennifer Stott
Alanson Stumler
Marisela Suarez
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Joe Surrell
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Dawson Swindler
Gabrielle Swint
Michael Syer, CFP®
Claudia Sykora, CPA
Bryn Taday
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Logan Thomas
Eric Thompson, CFP®
Kendra Thornburg
Christian Thwaites
Joe Tichenor, CFP®
Dan Timotic, CFA
Rob Tittle, CFP®, CPWA®
Megan Tivitt, CPA
Philip Tivitt
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Eric Towell, CFP®
William Tricarico
Jim Trujillo, CFP®
Brian Tu
Leslie Tudor
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Mirza Ugarak
Amanda Ulczynski
Andrew Utley, CFA
Tara D. Vagnone, CFP®
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
Daniel Vignola
Carol Vowels
Linda Wagner
Mike Waldridge, ChFC®
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Dawn Walters
Eric Warbrick, CPA
Jacob Ward, CFP®, CPA
Jason Waters, CFP®
Matt Watkins, CPWA®
Jennifer Watson, CPA
Laura Watts
Aaron Waxman, CFP®, CPA
Maria Weis
Gail Weiss
Jamie S. Weissman, AIFA®, CPFA
Larry Weissman, CFA
Craig Wells
Colin Wheeler, CFP®
Emily Wilkins
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Zach Woodward, CFP®, AWMA®
Brian S. Woosley, CPA
Charles Wright
Morgan Wyatt
Jon Yankee, CFP®
Amanda E. Yearns
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
AJ Zimmerman
Joe Zurschmiede, CFP®, JD
Jeff Zych
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