As fixed income portfolio advisor, 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 also maintains a solid understanding of Buckingham’s approach to fixed income so that trades she makes align with an evidence-driven approach to investing. Lindsay genuinely enjoys fixed income and couldn’t see herself in another field. It excites her to see how current events, market news and economic data move interest rates
Lindsay Wales
Fixed Income Portfolio Advisor
Buckingham Strategic Wealth
United States, Missouri, St. Louis
About Me
Profile Information
Fixed Income Portfolio Advisor
Buckingham Strategic Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St. Louis
Missouri
United States
Jul 30, 2024
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