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.
Lindsey earned his Bachelor of Arts in Communications from the State University of New York at Albany and his Masters of Business Administration from the Stern School of Business at New York University.
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