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Lindsay Perrizo

Investment Advisor

Lindsay’s finance career has spanned both the analytical and research side as well as the advisory side, and she applies this full range of skills and knowledge toward helping her clients meet and exceed their goals. Keen analytical insight combined with experience working with a variety of both institutional and private clients forms a strong foundation from which to build legacies for her clients.

As an Investment Advisor, Lindsay develops and executes client investment programs and manages client portfolios.

Lindsay has more than ten years of experience in the finance industry. Prior to joining Arnerich Massena, she served as an Investment Analyst/Team Leader and Associate Consultant at RVK, Inc., working with a variety of client types including retirement plans, endowments, and foundations with assets under management of up to $2B. Previously, she also served as a Financial Advisor at AXA.

Lindsay earned a B.S.B.A. in finance from the University of San Francisco, graduating summa cum laude. She is a former FINRA Series 7 and 66 license holder.

Lindsay is driven by her care for her clients. She knows how hard people work to earn their money, and she loves making their money work for them.