Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Madison 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.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Aimee M. Adler, CFP®
Associate
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
Senior Associate
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Julie Banda
Chelle Barberena
Carrie Barlow
Tony Basalla
John Basford
David Beatty, CFP®
Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jonathan Berrios
Yasmin Bichara-Jakovljevic
John F. Blair, CFP®
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Doug Bonaquist
Hugues Le Bras
Amanda Brummel, JD
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Matthew Burns
Christopher Burrows
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Jeffrey L. Caples, CFA
Jessica Carbajal
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
Andrew T. Chudy
Jake Clemens, CFA, CFP®
Marie Conner
David P. Corcoran
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Jodi Credit
Kimberly Crowley
Brendan Cunningham
William T. Curran, CIMA®
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Robert Davis, CAIA, CFA
Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Thomas Decker, CFP®
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Alex L. Faber, CFA, CFP®
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
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®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Richard B. Freeman, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
James P. Gauthier, CFA
Stephanie Gervacio
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
Lauren G. Gooding, CTFA
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
JG Guidera
Theresa Guinto
Hunter Haley, CFP®, CPA
Jill Hardesty
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rebecca Hilchey
Ann Marie Hindley
Caren Holzhauer
George Hubbard
Partner & Director of Private Direct Investments
Connor Hufer
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Douglas R. McClean III, CISM®
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Chris Jameson, CRPC®
Alex Jimenez
Kathryn Jodon
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Dawn M. Lasek
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Cameron Lehrmann, CPA
Ryan P. Leitch
Edward Liberman
Andy Lin
Austin Little, CFP®
Dwight Liu
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Paul McGloin
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Adam Miller
Eric Minnick
Olive W. Mitchell, CFP®
Greg Mitseas
Janie Monroe, CFP®
Christine Monyak
Sean Moore
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Marcia Paltenstein, CFP®
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Blake Perkins
Nicholas N. Petrelli, CFP®
Walker Phillips, CFP®, CIMA®
Bettie Pickett
Nina Pilgrim
Chris Pleshek, CPA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Thomas Richardson, CPA
Andrew N. Riehl, CFA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Marianne S. Rodriguez, CFP®
Tristan Romo
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Sherrell Sabree
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Steven P. Saunders, CAIA, CFA
Becky Scaletta
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Adam Simoncelli
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Ari Stanger, CPA
Philip Steele, AIF®
Caraline Stenslik
Kyler Stephens
Jennifer Stott
Marisela Suarez
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Eric Thompson, CFP®
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
William Tricarico
Brian Tu
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Amanda Ulczynski
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Daniel Vignola
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Gail Weiss
Larry Weissman, CFA
Craig Wells
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Charles Wright
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
Jeff Zych
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
