ANTHONY LINDNER - DIRECTOR OF OPERATIONS

ANTHONY LINDNER - DIRECTOR OF OPERATIONS

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Tony is responsible for developing and supporting the business partnerships and operating infrastructure with custodians, outside money managers and technology expansion. He oversees advisor onboarding and branch office expansion.

He has over 15 years of operations and management experience including: sales and trading, operations, compliance and reporting. Tony has worked within the wealth management divisions of Bank of America, the original Robertson Stephens and ING/Furman Selz. Prior to joining Robertson Stephens, Tony was co-owner of a national brand and sports marketing firm.

Tony holds a BA in Economics from the University of San Diego. Tony is registered with Robertson Stephens Securities LLC.

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