Lindsey Holton, vice president, manages investment portfolios for individuals, families, and foundations. She works with her clients to understand their unique situations and develops customized portfolios designed to meet each client’s financial goals. Lindsey is a member of the 1935 Wealth Management Team and helps manage the team’s All Cap Growth and Global Dividend Growth strategies.
Lindsey graduated from DePauw University and now lives in Glenview with her husband and children. She is a member of the Glenview Community Church finance committee and loves to spend time golfing, playing paddle, cooking, and cheering on her three kids.
Independent and employee-owned
Companies Under Coverage
As of September 30, 2021
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.