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Lindsay Zentner, CFA®

Lindsay Zentner, CFA®

Portfolio Analyst

Lindsay serves as our in-house economist, portfolio analyst and lead on strategic projects. Her research in economics, financial markets and investments informs the portfolio strategy and asset allocation decisions across the practice.

She joined the firm in 2015 with an undergraduate degree in Economics and Finance from the University of Dallas, and she has earned her Chartered Financial Analyst® designation, Series 7 and 66 licenses, and life and health insurance license. 

She is passionate about helping clients to be confident in their investment decisions and to make a real difference in their lives through careful analysis of the data and figures that affect their portfolios.

Lindsay is a member of the CFA Society of Dallas-Fort Worth and lends a global perspective to the team as a native Canadian. Outside the office she enjoys reading, cooking and traveling the world with her husband.