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Lindsey Monina, Cfa profile image

Lindsey Monina, Cfa

Wealth Advisor at Knightsbridge Wealth Management
Intro Book
Chartered Financial Analyst with experience in financial analysis, portfolio management, and economic forecasting.
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Location
Trabuco Canyon, California, United States, US
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Bio

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Lindsey Monina is a seasoned investment professional with a strong background in financial analysis, portfolio management, and economic forecasting. She holds a Bachelor's Degree in Business Administration and Philosophy from Chapman University, and is a Chartered Financial Analyst (CFA) certified. Lindsey has worked as a Senior Strategy Analyst at Pacific Life, Investment Analyst at Irvine Company, and Janes Financial Center Specialist at Chapman University. She currently serves as a Wealth Advisor at Knightsbridge Wealth Management. Lindsey has experience with financial modeling, Bloomberg, and portfolio management, and has worked on various projects, including the CFA Institute Research Challenge and a consulting project for a major investment firm.

Credentials

  • CFA
    CFA Institute
    Apr, 2019
    - Apr, 2026

Experience

  • Knightsbridge Wealth Management
    • Newport Beach, California, United States
    • Wealth Advisor
      • Jun 2024 - Present
      • Newport Beach, California, United States

  • Pacific Life
    • Newport Beach
    • Senior Strategy Analyst
      • Jan 2020 - Jun 2024
      • Newport Beach

  • Irvine Company
    • United States
    • Real Estate
    • 700 & Above Employee
    • Senior Analyst
      • Jul 2019 - Jan 2020

    • Investment Analyst
      • Aug 2017 - Jan 2020

  • Chapman University, The George L. Argyros School of Business and Economics
    • One University Drive, Orange CA 92866
    • Janes Financial Center Specialist
      • Jan 2015 - Aug 2017
      • One University Drive, Orange CA 92866

      Manage the day to day operations of the center, design and teach financial analysis modules using Bloomberg and work with faculty to design coursework that integrates Bloomberg into their curriculum.

  • CFA Society Orange County (CFAOC)
    • 4533 MacArthur Blvd., Suite 182, Newport Beach, CA 92660
    • Volunteer
      • 2013 - 2016
      • 4533 MacArthur Blvd., Suite 182, Newport Beach, CA 92660

      Events planning for all CFA Society Orange County professional development events, competitions, and economic forecasts.

Education

  • 2011 - 2014
    Chapman University
    Bachelor's Degree, Business Administration
  • 2011 - 2014
    Chapman University
    Bachelor's Degree, Philosophy

Suggested Services

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Industry Focus. “Investment Banking”

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