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Lindsay Holtz, CFA

President & Director
Portfolio Manager & UDP

Lindsay is President, Director, Portfolio Manager and UDP of CC&L One and a Managing Director at CC&L Financial Group. She has 25 years of investment industry experience. Before joining CC&L Financial Group in 2016, she was President of Diversified Global Asset Management. She has also held positions in private equity and investment banking at ONCAP and Goldman Sachs, respectively.

Lindsay earned her Honours Business Administration degree from the Ivey Business School at Western University and is a CFA charterholder.

Lindsay is a Director of the Connor, Clark & Lunn Foundation and Vice Chair and member of the investment committee of Holland Bloorview Kids Rehabilitation Hospital Foundation.