Go Back Up
Lindsey Ruderman, CIMA®

Lindsey Ruderman, CIMA® is a Client Portfolio Manager on GeoWealth's Investment Solutions Team. 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.

Explore additional blog articles:

Thought Leadership What We're Thinking About.

Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey.

Phone in hand

Modern TAMP for Modern RIAs

Get Powered by GeoWealth

 

We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal.