Director of Investment Services
As director of investment services, Lindsey Gresham provides key internal and external communications as she interfaces daily with clients and manages the details of financial reporting, documentation, and transactions. She seeks to streamline operational processes as she delivers top-notch client assistance at all phases of investor engagement.
Prior to joining the firm, Lindsey worked in client services and investment operations since 2015. She also directed fundraising projects and communications for the Friends of Children’s Hospital in Jackson, Mississippi, and managed oil and gas leases as an independent consultant in several states.
Lindsey earned her Bachelor of Business Administration in Marketing Communications from the University of Mississippi. Outside of work, she’s a fan and active supporter of the Mississippi Children’s Museum.