Our Team
Jon Lindsay, CFA
Investment Management
Education
B.S., Finance, Northern Illinois University
Professional Involvement
CFA Institute
CFA Society of Austin
Jon is passionate about educating clients on market dynamics and transforming investment anxiety into confidence.
Jon is a CFA charterholder with deep experience across the investment management industry. He most recently served as a Regional Director at a notable private global investment firm, where he worked closely with financial advisors to bring evidence-based, research-driven investment strategies to their practices. Prior to that role, Jon built his foundation in the industry in the wealth management space at two of the largest financial services firms. With his background and experience, he fits in perfectly on the investment management team.
A native Illinoisan, Jon has called Austin home since 2015. Outside of work, he can usually be found hiking Austin trails with his wife, in the middle of a workout, or buried in a good book.
Get to Know Jon
What is the one food that you would never give up?
It took me a decade of experimentation to make a true Texas brisket. It's my favorite thing to make for friends and family that are visiting from out of state.
What's your favorite quote/saying?
"If it's worth doing, do it right"
What is your favorite book? Explain.
"In Pursuit of the Perfect Portfolio" by Andrew Lo and Stephen Foerster chronicles some of the great theoretical and empirical advancements in portfolio theory.