Lindsey Associates

Lindsey Associates is dedicated to the principle of listening attentively to its clients, whether they are large institutional investors, pension funds, foundations, endowments, high-net worth individuals or their representatives, or money management firms. The goal is to hear clients' concerns and then create a custom solution to address these needs. If our clients don't succeed, we don't succeed. Lindsey Associates is led by Joseph A, Braccia, CFA, with 28 years of progressive experience in trading, portfolio management, asset/liability management, pension fund management, senior-level institutional client strategic guidance, and a depth of consultative sales and relationship management experience. Joe has helped every firm achieve more by exceeding their expectations, and wants to do the same for you. A holder of Series 3, 6, 7, 63, and 65 licenses, Joe has been published in scholarly textbooks and periodicals, given guest lectures, and presented at client conferences and other forums. Joe holds a BS with a dual major and dual minor from La Salle University, graduating maxima cum laude (highest honors) with a 3.97 GPA ranking 7th in his class. He received numerous awards for academic achievements and for his campus activities. For this, he was inducted into La Salle's Alpha Epsilon Alumni Honor Society (proprietary equivalent of Phi Beta Kappa).