Tadd Lindsay brings over 25 years of banking and financial services experience in working with our clients and their professional advisors.
Prior to joining Management Planning, Inc., Mr. Lindsay held executive positions with the J.P. Morgan Private Bank, Merrill Lynch and Old Kent Bank & Trust.
Mr. Lindsay earned a BS in Business – Summa Cum Laude at Elmhurst College and holds FINRA 7,24,63, and 65 licenses.
He sits on the Planned Giving Advisory Boards at the Chicago Symphony Orchestra and the Lincoln Park Zoo.
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312-214-2299
tlindsay@mpival.com
