Lindsey Ruderman

Lindsey Ruderman is a Client Portfolio Manager on the Investment Solutions team at GeoWealth, based in Chicago, IL. In this role, she is responsible for engaging with financial advisors, CIOs, and partner RIAs to deliver comprehensive investment solutions, including model portfolios, unified managed accounts (UMAs), direct indexing, and fixed income separately managed accounts (SMAs). She plays a key part in product analysis, due diligence, and helping inform client recommendations, with a focus on modern portfolio construction and investment product selection across a broad range of asset classes.

Her sector and asset class expertise covers a spectrum of investment solutions, with particular emphasis on multi-asset portfolios, direct indexing, and fixed income strategies. Lindsey leads detailed reviews and consults on portfolio architecture for geoWealth’s clients, ensuring access to both traditional and innovative investment vehicles.

Prior to joining GeoWealth in 2022, Lindsey held positions at Stash as Manager of Investment Strategy and Advice as well as Senior Associate in Trading and Brokerage Operations. Earlier in her career, she gained experience with Bank of America Merrill Lynch. Lindsey holds a Bachelor's degree from Brown University, FINRA Series 7, 63, 57, and 65 licenses, and the Certified Investment Management Analyst® (CIMA®) credential, underscoring her comprehensive expertise in the investment management space.