Portfolio Analyst/ CFA Candidate
Lindsay is a Portfolio Analyst and CFA Level III candidate. She holds her Series 7 and 66 licenses, as well as her Life and Health insurance license. Lindsay came to Brennan Financial Services in 2015 after earning her undergraduate degree in Economics and Finance from the University of Dallas. She admired the relationship that her family had with their financial advisor, and sought an opportunity to serve clients in the same capacity.
Lindsay is confident that our focus on the financial plan and designing a portfolio that serves the financial plan creates a powerful intersection to help our clients achieve their goals, and she is motivated by being part of these meaningful changes in people’s lives.Lindsay’s research in economics, financial markets, and investments informs the decisions we make regarding asset allocation across the practice, and she is our primary trade for our model portfolios. Her love of using Excel to analyze client and practice data is an asset to the team.
As a native Canadian and an experienced world traveler, Lindsay lends a global perspective to the team. Recent hobbies include studying for exams, but longer term hobbies include skiing and more travel.