Lindsay joins Pathstone from Crestone Capital. From 2007 to 2012, Lindsay served as Crestone’s real estate asset manager and was responsible for managing all aspects of Crestone’s direct real estate investment portfolio, which consisted of office, flex, and mixed-use properties in Colorado. In 2012, Lindsay transitioned to Crestone’s investment research team and became a generalist investor, covering all asset classes.

Lindsay received her Master of Science and Bachelor of Science, with an emphasis in accounting, from the University of Colorado Boulder. She is a CFA® charterholder.

Lindsay serves as a Limited Partner Advisory Committee member or observer for multiple funds. She is a member of both CFA® Institute and CFA® Society Austin.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.