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Jon L

Series 63, Series 65

Evanston, IL

Lind Capital Partners

Jon Lind Jr. is a financial advisor at Lind Capital Partners in Evanston, IL, with 18 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Lind Capital Partners primarily serves high-net-worth individuals, business entities, and other registered investment advisers through discretionary separately managed accounts, sub-advisory services, and customized consulting. The firm emphasizes current income by focusing on high-yield, tax-exempt municipal securities and manages both SMA advisory work and a registered investment company.

Passive / index investing Founder/Business Owner
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David M

Series 63, Series 65

Northfield, IL

Lind Capital Partners

David Murdoch is a partner at Lind Capital Partners with 18 years at the firm and nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with LCP GP2, LLC since 2013. Lind Capital Partners manages approximately $167 million in discretionary assets for high-net-worth individuals, business entities, and other registered investment advisers. The firm focuses on municipal fixed-income separately managed accounts and the Lind Capital Municipal Credit Income Fund, emphasizing current income through high-yield, tax-exempt municipal securities and employing fundamental and technical analysis alongside discretionary portfolio management.

Passive / index investing Founder/Business Owner
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