Lindsay Schoen Lane is a Principal in Caldwell’s Financial Services, Asset & Wealth Management and Legal, Risk & Regulatory Oversight practices. Her focus is with wealth management platform businesses, as well as with investment managers recruiting corporate, functional and product & solutions leaders. In addition, Lindsay recruits senior executives in various financial services functions including: legal, compliance, anti-financial crimes, regulatory risk and governance. Lindsay has also worked as part of Caldwell’s Consumer, Commercial Banking and Board & CEO practices, and is building our firm’s offering to the institutional custody and clearing market.
Lindsay joined Caldwell from Brown Brothers Harriman, a privately owned and managed financial services firm, where she worked in Investor Services in their global custody business as a market registration analyst specializing in frontier and emerging market regulatory research. In this role, she acted as an intermediary between sub-custodian banks and institutional investors in markets requiring specific legal registration market practices. Lindsay has also held roles in corporate communications and marketing.
Lindsay has a bachelor’s degree in economics with a minor in mathematics from Assumption College in Worcester, MA.