Lindsay Novotny, FPQP™

Client Service Specialist

Experience & Expertise

Lindsay is a Client Service Specialist in the firm’s Private Client Group. Prior to joining Greenspring, she spent nearly 8 years at Grant/GrossMendelsohn, LLC, a local Registered Investment Advisory Firm, in a Marketing & Investment Services Support role. Lindsay supports our private client advisors and works directly with clients to manage their account needs. She handles everything from new client onboarding to the management of cash flow needs to quarterly reporting and client requests.

Favorite Thing About Working With Clients

“I am most passionate about getting things done in an efficient manner on behalf of our clients. Many times, they are up against deadlines and I take pride in being able to put the client at ease knowing that these deadlines will be met. I enjoy being able to help others and to be a part of their trusted relationship.”

My Philosophy On Client Service

“Living the Core Purpose and Core Values outlined by the founding partners of Greenspring has helped develop my client service philosophy to provide a consistently positive and effective customer service experience. I often find myself relating situations and work tasks back to the Core Values on a regular basis.”

B.S. Loyola University
Financial Paraplanner Qualified Professional™
Baltimore, MD
Loyola University
Notre Dame Preparatory School and First Fruits Farm
Fundraising for Kennedy Krieger Institute
Running
Travel
Have a Bias Towards Action
What I Love About Greenspring

“The family-like and team-oriented mindset that each employee possesses are some of the best things about working at Greenspring. Each employee is truly valued and we all have many opportunities to contribute to the company by using our own individual strengths.”

Recent Insights

TAKE ACTION red Rubber Stamp over a white background.

Greenspring Advisors Core Value #3: Have A Bias Towards Action