Meet The Team

GeoWealth Strategic Partner

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Lindsey Ruderman is a Client Portfolio Manager at GeoWealth. She is responsible for leading meetings with financial advisors, CIOs, and other investment professionals from partner RIAs to review GeoWealth’s full offering of investment solutions including, but not limited to, model portfolios, UMA portfolios, direct indexing, and fixed income SMAs. Additionally, she is integral to the team’s due diligence and product analysis efforts that help inform client recommendations and solutions.
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Prior to joining GeoWealth in 2022, Lindsey held various roles in financial services most recently at Stash Financial and Bank of America Merrill Lynch. Lindsey holds the FINRA Series 7, 63, 57, and 65 licenses, as well as the Certified Investment Management Analyst® (CIMA®) certification. She received her Bachelor of Arts from Brown University and lives in Chicago, IL.
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Meet The Team

GeoWealth Strategic Partner

Picture
Lindsey Ruderman is a Client Portfolio Manager at GeoWealth. She is responsible for leading meetings with financial advisors, CIOs, and other investment professionals from partner RIAs to review GeoWealth’s full offering of investment solutions including, but not limited to, model portfolios, UMA portfolios, direct indexing, and fixed income SMAs. Additionally, she is integral to the team’s due diligence and product analysis efforts that help inform client recommendations and solutions.
​
Prior to joining GeoWealth in 2022, Lindsey held various roles in financial services most recently at Stash Financial and Bank of America Merrill Lynch. Lindsey holds the FINRA Series 7, 63, 57, and 65 licenses, as well as the Certified Investment Management Analyst® (CIMA®) certification. She received her Bachelor of Arts from Brown University and lives in Chicago, IL.