Lindsay Buchholzer

Director, Operations, EAS Equity Trust Company at Equity Advisor Solutions

Lindsay has nearly 20 years of service and operational experience supporting the advisor community. Her team, based in Westlake, OH, provides service and operations management to the EAS clients. Lindsay’s initial role within the Equity family of companies started in 2016 with Equity Advisor Solutions as the Manager of Advisor Relations.

Prior to Equity, she worked at Curian Capital, building customized service teams and supporting process improvements. These roles have provided her with nearly 20 years of client service and operations experience in the financial space. She is a graduate of the University of Dayton and in her free time enjoys spending time with her family, traveling, and is an avid Cleveland sports fan. Lindsay also holds a FINRA Series 6 license.

Timeline

  • Director, Operations, EAS Equity Trust Company

    Current role

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