Conifer Bay Capital LLC

Benjamin Armstrong is a CFA® charterholder with 16 years of industry experience. He has been with Conifer Bay Capital LLC since 2017 and previously worked at RMB Capital Management, LLC from 2011 to 2017. Outside of his advisory role, he is a part owner and manager of a family-owned LLC where he is involved in investment analysis and portfolio management. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning to individuals, high net worth clients, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both discretionary and non-discretionary asset management with strategies that include the use of margin and derivatives.

Lindsay Guido is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Conifer Bay Capital LLC since 2021, following roles at ChangePath, LLC, Effert Financial Solutions, and Partnervest Advisory Services. Outside of financial advising, she is also a stock photographer with images licensed through iStock by Getty Images. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary asset management using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and it incorporates margin trading and option strategies in its investment approach.