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Lindsey Woodward Cfp
Lindsey Woodward Cfp
Co-Chief Investment Officer | Abacus Wealth Partners
Santa Monica, California, United States
Lindsey Woodward Cfp
Summary
Lindsey Woodward is a seasoned Chief Investment Officer based in Santa Monica, California, with a wealth of experience in managing substantial investment portfolios for both individuals and institutions. With a strong academic background, including an MBA specializing in Finance, Lindsey has developed a robust skill set in asset management, financial analysis, and strategic investment. She has held various roles at Abacus Wealth Partners, where she currently serves as Co-Chief Investment Officer and has been instrumental in driving values-aligned investment strategies. Lindsey's expertise extends to equities, fixed income, and portfolio management, underscoring her analytical prowess. Her previous experience includes significant positions at Dimensional Fund Advisors and Thornburg Investment Management, where she honed her client relationship management skills. Lindsey is passionate about aligning financial goals with ethical investment practices, making her a forward-thinking leader in the investment sector.
Lindsey Woodward Cfp
Work Experience
Co-Chief Investment Officer at
Abacus Wealth Partners
October 2022 - Present
Investment Committee Member at
Abacus Wealth Partners
December 2017 - Present
Financial Advisor at
Abacus Wealth Partners
July 2017 - Present
Associate, Strategic Relationships at
Dimensional Fund Advisors
January 2016 - July 2017
Associate, Client Portfolio Management at
Thornburg Investment Management
November 2011 - December 2015
Intern at
Morgan Stanley
June 2011 - November 2011
Lindsey Woodward Cfp
Education
The University of New Mexico - Robert O. Anderson School of Management, Mba
January 2010 - January 2012
The University of Arizona, Bachelors
January 2007 - January 2010
Frequently Asked Questions about Lindsey Woodward Cfp
What is Lindsey Woodward Cfp email address?
Lindsey Woodward Cfp's primary email address is *******@abacuswealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lindsey Woodward Cfp work for?
Lindsey Woodward Cfp is a Co-Chief Investment Officer at Abacus Wealth Partners, a company specializing in Functions related to depository banking.
Where Lindsey Woodward Cfp graduated from?
Lindsey Woodward Cfp holds a degree in Finance from The University of New Mexico - Robert O. Anderson School of Management.
How can I directly contact Lindsey Woodward Cfp?
To contact Lindsey Woodward Cfp directly, you can use the email address *******@abacuswealth.com. Complete contact information is available upon registration with Muraena.
Who is Lindsey Woodward Cfp?
Lindsey Woodward is a seasoned Chief Investment Officer based in Santa Monica, California, with a wealth of experience in managing substantial investment portfolios for both individuals and institutions. With a strong academic background, including an MBA specializing in Finance, Lindsey has developed a robust skill set in asset management, financial analysis, and strategic investment. She has held various roles at Abacus Wealth Partners, where she currently serves as Co-Chief Investment Officer and has been instrumental in driving values-aligned investment strategies. Lindsey's expertise extends to equities, fixed income, and portfolio management, underscoring her analytical prowess. Her previous experience includes significant positions at Dimensional Fund Advisors and Thornburg Investment Management, where she honed her client relationship management skills. Lindsey is passionate about aligning financial goals with ethical investment practices, making her a forward-thinking leader in the investment sector.
Lindsey`s contact details
*******@abacuswealth.com
Colleagues
Founder
Co-CEO