Lindsey manages marketing in support of the firm’s business development and client service objectives for both institutional and private wealth. She manages the firm’s outsourcing partners as well as marketing professionals responsible for the creation and distribution of information and materials to prospects and intermediaries. She coordinates client communications and public relations, and serves as a project manager on initiatives that support the firm’s strategic plan. She is a member of the firm’s ESG Research & Engagement Committee and works closely with the Risk Management department to ensure compliance with company policies and regulatory requirements.
Lindsey began her career in 2006 and joined the firm in 2008. Previously, she worked for an employment-based immigration law firm. Lindsey earned a BA, summa cum laude and Phi Beta Kappa, from Connecticut College, and an MBA degree from Boston University.