UTICA, N.Y. — Bettina Lindsey has joined Caruso McLean Investment Advisors as a senior relationship manager.
In this role, Lindsey will assist the firm’s investment advisors and wealth managers with client service, reviews, planning, and security trading, the firm said in a release.
With more than 25 years of experience in financial services, Lindsey previously worked as a client associate and relationship manager at M. Griffith Investment Services in New Hartford and, most recently, as senior client specialist at R.W. Baird in New Hartford.
She received a bachelor’s degree in professional studies in business public management from SUNY Polytechnic Institute. Lindsey is a series 7 general securities registered representative and holds series 65 (uniform investment advisor law) and series 63 (uniform securities agent) license.
Headquartered in Utica, Caruso McLean has provided asset, investment, and wealth-management services for more than 33 years.
