About Lindsay
Lindsay analyzes client portfolios for the most suitable bonds to invest in. By sourcing bonds and executing trades efficiently, Lindsay strives to provide clients with the highest level of service. As part of her role, she stays informed about the yield curve, which is an important factor in fixed income investment decisions.
She loves to read timely research articles and keeps a personal journal full of news and facts about fixed income markets. She references the information frequently and finds it valuable in conversations with financial advisors.
Originally from the San Francisco Bay area, Lindsay loves wine from all over the world but is partial to Napa Valley reds. At home you might find Lindsay behind the barbeque grill or spending time with her husband Brian and son George. She de-stresses by listening to music and loves to run.
Education and Professional Milestones
- California State University, East Bay – bachelor’s degree in business administration
- University of North Texas – master's in business administration in finance
- Has also held a financial services role for Wells Fargo Advisors
Lindsay analyzes client portfolios for the most suitable bonds to invest in. By sourcing bonds and executing trades efficiently, Lindsay strives to provide clients with the highest level of service. As part of her role, she stays informed about the yield curve, which is an important factor in fixed income investment decisions.
She loves to read timely research articles and keeps a personal journal full of news and facts about fixed income markets. She references the information frequently and finds it valuable in conversations with financial advisors.
Originally from the San Francisco Bay area, Lindsay loves wine from all over the world but is partial to Napa Valley reds. At home you might find Lindsay behind the barbeque grill or spending time with her husband Brian and son George. She de-stresses by listening to music and loves to run.
Education and Professional Milestones
- California State University, East Bay – bachelor’s degree in business administration
- University of North Texas – master's in business administration in finance
- Has also held a financial services role for Wells Fargo Advisors