Leading Financial Economist Dr. Richard Lindsey Affiliates with Compass Lexecon

Compass Lexecon is excited to welcome financial economist Dr. Richard Lindsey as an affiliate of our firm. Dr. Lindsey specializes in quantitative analysis, with expertise in risk and strategy development including the uses and limitations of AI and machine learning technology for corporate management and boards. He has also done extensive work in the areas of portfolio construction, risk management, and the trading of securities.

Among his many distinguished past positions, Dr. Lindsey has served as Director of Market Regulation and Chief Economist at the SEC. He has also been a Professor of Finance at Yale University. Currently, Dr. Lindsey is a Principal at Callcott Group, a quantitative consulting group, and an adjunct finance professor at New York University.

In addition, Dr. Lindsey has previously been a Managing Partner and the Chief Investment Officer at Windham Capital Management, where he was responsible for the development, implementation, management, and trading of all investment strategies. Before Windham, he served as the Chief Investment Strategist and Portfolio Manager of Liquid Alternatives for Janus Capital where he developed and managed a suite of quantitatively driven, liquid alternative investment funds built on risk premia. Before that, Dr. Lindsey was President of Bear Stearns for eight years.

Dr. Lindsey has served on several corporate boards including The Investment Fund for Foundations (TIFF), the Options Clearing Corporation, the International Securities Exchange, and Strike Technologies. He has held Visiting Academic positions at the Nikko Research Institute in Tokyo, Japan, and was a Visiting Economist at the New York Stock Exchange.

Dr. Lindsey holds a Bachelor of Science degree in Chemical Engineering from the Illinois Institute of Technology, a Master of Science in Chemical Engineering from the University of California Berkeley, a Master of Business Administration from the University of Dallas, and a PhD in Finance from the University of California Berkeley.

Dr. Lindsey has also testified as an expert witness on multiple occasions.

Dan Fischel, Chairman of Compass Lexecon commented, “We are thrilled to have Dr. Lindsey join us. His expertise in multiple areas, including the important emerging areas of AI and machine learning, will add great value to the firm and our clients.”

Dr. Lindsey added, “With the rapid advancements in AI and machine learning, harnessing these technologies for strategic decision-making is critical across industries. At Compass Lexecon, I am excited to collaborate with a team that shares my commitment to driving innovation and delivering high-impact solutions for clients navigating today's complex challenges while helping them seize new opportunities."