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Timothy Lindsay

Head of Manager Research / Portfolio Manager, Senior Advisor, Partner

Klingenstein Fields Advisors

United States, New York, Rockville Centre

About Me

Tim runs the Manager Research team at Klingenstein Fields Advisors and oversees the process to monitor traditional and alternative investment strategies. He also works with non-profit organizations, individuals, and families to create and implement customized investment programs. Before joining Klingenstein Fields Advisors, Tim was the Director of Research and a Senior Advisor at The Solaris Group, LLC., covering manager research and due diligence, market analytics, and asset allocation analysis. Prior to that, Tim worked in the wealth management group within Lehman Trust Company after having begun his career at Neuberger Berman where he filled multiple roles including as a performance an

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Profile Information

Head of Manager Research / Portfolio Manager, Senior Advisor, Partner

Klingenstein Fields Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Rockville Centre

New York

United States

Sep 26, 2025

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