

Timothy Lindsay
Managing Director & Senior Advisor
Klingenstein Fields Advisors
United States, New York, Rockville Centre
About Me
Timothy began his career at Neuberger Berman as a performance analyst. He then held a similar position at Lehman Trust Company prior to joining The Solaris Group, LLC., where he was the Director of Research and a Senior Advisor, covering manager research and due diligence, market analytics, and asset allocation analysis. Tim also works with non-profit organizations, individuals, and families to create and implement customized investment programs. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Tim sits on the Investment Committee for the Dominican Sisters of Amityville and the Daughters of Wisdom and is President of the St. A
Profile Information
Managing Director & Senior Advisor
Klingenstein Fields Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Rockville Centre
New York
United States
May 16, 2024
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