CoverProfile

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

View more

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

More profiles to browse

AB
Albert Bellas
Senior Managing Director
Profile Photo
James Fields
President, Partner & Co-CEO
MS
Michael Santamaria
Vice President & Chief Investment Officer
OW
Owen Wimmer
Managing Director & Senior Advisor

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC