Lindsay is a Research Analyst at Fiduciary Investment Advisors, LLC (FIA), with a focus on high and ultra-high net worth individuals. She provides a range of high level customer services to private clients, as well as financial planning and analytics for the Wealth Advisory Services group. She also serves on the FIA Community Service Committee.
Prior to FIA, Lindsay was a Private Client Coordinator in New York City at Bernstein Global Wealth Management, a unit of AllianceBernstein, L.P. There, she was responsible for client service and reporting for multiple financial advisors and their clients, as well as event planning, account management and day to day operations for the team. At Bernstein, Lindsay was recognized with the Above and Beyond Award in 2013 for excellent client service and leadership. Lindsay started her career in the industry at Montrose Advisors Inc., a registered investment advisor and fund of funds, supporting the President and Compliance Officer. There, she facilitated transactions, helped organize manager selection, and assisted with client reporting for high net worth individuals.
Lindsay is currently working on her candidacy for the CERTIFIED FINANCIAL PLANNER™ designation.
- State University of New York at Potsdam, BA
- Junior League of Hartford, Member
- Connecticut Women’s Council, Member
- Financial Planning Association, Member
- The American Heart Association, Connecticut Heart Ball Leadership Team
Spending time with her husband and family, doing yoga, playing tennis, reading, singing, and volunteering in the community