Tadd A. Lindsay - Senior Vice President

Tadd A. Lindsay

Tadd is a Senior Vice President at MPI and is responsible for client relationships and business development throughout the Midwest.  Based in the firm’s Chicago office, Tadd brings over 25 years of banking and financial services experience in working with clients focusing on estate and tax planning.  He has substantial experience in working with clients in close coordination with their other professional advisors on developing and executing wealth transfer strategies.

Prior to joining MPI, Tadd held executive positions with J.P. Morgan – Private Wealth Group, Merrill Lynch - Global Wealth Management and Old Kent Bank & Trust – Investment & Trust Management Division.

Education

  • Elmhurst College – B.S.
  • FINRA 7, 24, 63 and 65 licenses

Affiliations

  • Member - Attorneys for Family-Held Enterprises (AFHE)
  • Member – Business Valuation Association (BVA)
  • Member – Chicago Estate Planning Council
  • Member – Family Firm Institute
  • Planned Giving Advisory Boards at the Chicago Symphony Orchestra and the Lincoln Park Zoo.