Director of Operations
Lindsey Riese has over 15 years of experience in the wealth management industry – with more than 10 of those years at 1834 Investment Advisors Co. (formerly Northern Oak Wealth Management). In her role as Director of Operations, Lindsey oversees all functions in the back office, including client service and trading.
Lindsey prides herself on making sure all client requests are being handled in a timely manner, and that each client feels like they are our only client. She does this by creating efficiencies in the back office – whether that’s through the accounting system, client portal or trading process.
Prior to coming to 1834 Investment Advisors Co., Lindsey worked at a hedge fund. She earned a Bachelor of Business Administration degree in finance from the University of Wisconsin – Milwaukee.
Outside of work, Lindsey enjoys spending time with family, traveling and attending all of her children’s events (volleyball and basketball games being her favorite because she gets to coach).