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Lindsey Woodward Cfp

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Lindsey Woodward Cfp

Co-Chief Investment Officer | Abacus Wealth Partners

Santa Monica, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Lindsey Woodward Cfp

Work Experience

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Co-Chief Investment Officer at

Abacus Wealth Partners

October 2022 - Present

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Investment Committee Member at

Abacus Wealth Partners

December 2017 - Present

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Financial Advisor at

Abacus Wealth Partners

July 2017 - Present

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Associate, Strategic Relationships at

Dimensional Fund Advisors

January 2016 - July 2017

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Associate, Client Portfolio Management at

Thornburg Investment Management

November 2011 - December 2015

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Intern at

Morgan Stanley

June 2011 - November 2011

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Lindsey Woodward Cfp

Education

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

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*******@abacuswealth.com

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