Lindsey Ruderman

Lindsey Ruderman serves as Client Portfolio Manager, Investment Solutions at GeoWealth in Chicago, IL, where she leads meetings with investment professionals and partner Registered Investment Advisors (RIAs), reviewing GeoWealth’s comprehensive investment solutions. Her key responsibilities involve product due diligence, model and UMA portfolio analysis, and advising on solutions including direct indexing and fixed income separately managed accounts (SMAs). She is integral to GeoWealth’s due diligence and client recommendation process and contributes insights on investment product launches and updates.

Her specific investment focus areas include overseeing model portfolios, unified managed accounts (UMAs), direct indexing strategies, and fixed income SMAs, supporting retail and institutional clients through the GeoWealth platform. This expertise extends to evaluating multi-asset investment solutions and working closely with RIAs on technology-enabled portfolio construction and management.

Lindsey’s career background spans roles in investment strategy and trading operations at Stash Financial, as well as experience at Bank of America Merrill Lynch. She holds FINRA Series 7, 63, 57, and 65 licenses, the Certified Investment Management Analyst® (CIMA®) credential, and a degree from Brown University. Her contributions focus on enabling efficient advisor practices and advancing portfolio management methodologies for RIAs seeking scalable investment platforms.