Lindsay Carter
Associate - Client Services

Lindsay joined Litman Gregory in 2024 as a member of the Client Services team, with over 10 years of financial industry experience. Prior to joining Litman Gregory, Lindsay worked with Citigroup as a Private Equity Fund Accountant.  She has held several positions including a Registered Representative, Mutual Fund Accountant and Client Services.

Achievements and Credentials:

  • Sacramento State University – B.S. in Finance, Risk Management and Insurance
  • St. Mary’s College of California – M.S., Financial Analysis and Investment Management
  • Previously held Series License 7, 63

Personal Obsessions:

  • Spending time with her husband and kids.
  • Watching her kids play baseball and softball
  • Participating in AKC events with her dog
  • New adventures and experiences

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