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. Tadd has broad experience in coordinating the valuations of a variety of business types including manufacturing, service, and asset holding entities.

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. Highest Honors

Affiliations

  • Member - Attorneys for Family-Held Enterprises (AFHE)
  • Member – Business Valuation Association (BVA)
  • Member – Chicago Estate Planning Council
  • Member – Family Firm Institute
  • Member - Greater North Shore Estate & Financial Planning Council
  • Planned Giving Advisory Board at the Lincoln Park Zoo
  • Registered Representative of MPI Securities, Inc. (Series 7, 24 and 63)