Lindsay Larsen, CFA, has a strong background in finance and investment. Lindsay started their career at Goldman Sachs as a Financial Analyst in the Equities Division, where they excelled in identifying investment opportunities and communicating investment ideas to portfolio managers. Lindsay also played a key role in marketing the U.S. Shares Research Product to institutional clients and analyzing business trends for revenue opportunities. Lindsay then moved on to become a Director at Bluestem Asset Management, where they continued to broaden their responsibilities and sector coverage. Following that, they joined Sequoia Heritage as a Director, before eventually becoming a Managing Director at UVIMCO. Throughout their career, Lindsay has demonstrated expertise in investment management and building relationships with clients.
Lindsay Larsen, CFA, pursued their education at the University of Virginia from 1997 to 2001. During this time, they earned a Bachelor of Science degree in McIntire: Finance & Management. Prior to attending the university, Lindsay Larsen completed their high school education at Pomfret School from 1993 to 1997.
2015 - present