Big Enough to Deliver, Small Enough to Care.
(770) 977-7779

Our New Vice President and Senior Investment Manager

Scott Wetherington will be taking a new role as Chief Investment Officer for Cavalier Funds where he will continue to manage our Tactical Economic model as a subadvisor.  Scott’s last day at Lindner will be August 15, 2016, and he will remain the Chair of our Investment Committee through the end of the year.

I want to personally thank Scott for his efforts and guidance since 2009.  Please join us in wishing Scott continued success in his new endeavor as our collaboration evolves into this new chapter.

We are pleased to announce that Chris Briggs, CFP® is joining Lindner Capital Advisors as a Vice President and Senior Investment Manager.  Chris will be leading the portfolio management team and will be the communication liaison to advisors and clients.  Chris will also Chair our Investment Committee effective January 1, 2017.  One of Chris’s main initiatives is to convey new ideas to the field in support of continued efforts with clients.  Our goal is to support you in growing your business and enhancing the client experience and reviews.  Chris and the entire Lindner team are committed to achieving these goals.

LCA’s Portfolio Analyst Leo Rose, AIF® will have an expanding role on the portfolio management team and Investment Committee.  Leo will provide facts based portfolio construction and design solutions to advisors and their clients.  Leo and Chris will work together to leverage advisor’s efforts to provide investment solutions for their new and existing clients.

 

A little about Chris Briggs…

Chris has over 26 years of experience leading full service, fee based planning initiatives, focusing on portfolio construction and management for affluent investors. Chris has both retail and institutional experience, providing strategic planning for small business owners, business retirement plan consulting and sales, individual retirement planning, wealth accumulation to distribution strategies and wealth preservation through estate planning. Chris is a licensed CERTIFIED FINANCIAL PLANNER and has successfully passed the series 7, 33, 65, Georgia Life and Health, Variable Annuity and Variable Life Insurance Exams.  Chris and his wife are Atlanta natives who enjoy hiking, golf and cooking. They have three active teenage sons.

 

Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
600 Village Trace | Building 23 | Marietta, GA 30067 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

LCA Form ADV Part 2A March 2018