Caruso McLean announces new hire
UTICA — Caruso McLean Investment Advisors, 130 Lomond Court, has announced that Bettina Lindsey has joined the company as a senior relationship manager.
Lindsey has more than 25 years of experience in financial services, the announcement said, adding Lindsey will assist the firm’s investment advisors and wealth managers with client service, reviews, planning, and security trading.
Lindsey graduated with honors from the SUNY Polytechnic Institute with bachelor’s degree in business public management. Prior to joining Caruso Mclean, Lindsey was a client associate and relationship manager for a team at M. Griffith Investment Services. Most recently, she was a senior client specialist at R. W. Baird in New Hartford.
Lindsey is a Series 7 General Securities registered representative and holds Series 65, Uniform Investment Advisor Law and Series 63 Uniform Securities Agent licenses.
Caruso McLean is a customized asset, investment, and wealth management company advising clients for more than 33 years.
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