Caldwell Announces Promotion of Lindsay Schoen Lane to Partner

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Caldwell (TSX:CWL, OTCQX:CWLPF) announced the promotion of Lindsay Schoen Lane to partner in the firm's Financial Services Practice. Lane is involved in the Financial Services, Asset & Wealth Management, Board & CEO, and Legal, Risk & Regulatory Oversight practices and advises wealth management platforms and investment managers on senior leadership recruitment and assessment.

According to Caldwell, Lane has built her executive search career at the firm, progressing through increasingly senior roles and helping expand its offering to the institutional custody and clearing market. She previously worked in global custody at Brown Brothers Harriman and holds a bachelor's degree in economics with a minor in mathematics from Assumption University.

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TORONTO, ON / ACCESS Newswire / August 20, 2026 / Retained executive search firm Caldwell (TSX:CWL)(OTCQX:CWLPF) is pleased to announce the promotion of Lindsay Schoen Lane to partner in the firm's Financial Services Practice.

Lindsay Schoen Lane, partner in Caldwell's Financial Services Practice

"Developing exceptional people and creating opportunities for them to build meaningful careers at Caldwell is incredibly important to us," said Chris Beck, chief executive officer. "Lindsay embodies that commitment. Over the course of her career here, she has developed deep market expertise, built trusted client relationships and established herself as a highly valued colleague. Her judgment, collaborative approach and commitment to our clients have prepared her well for this next step, and we are delighted to welcome her to the partnership."

Lane is a member of Caldwell's Financial Services, Asset & Wealth Management, Board & CEO, and Legal, Risk & Regulatory Oversight practices. She advises wealth management platforms and investment managers on the recruitment and assessment of corporate, functional, and product & solutions leaders. Her work also includes CEO succession, leadership readiness and executive assessment, as well as senior level searches across legal, compliance, anti-financial crime, regulatory risk and governance. She is also helping expand Caldwell's offering to the institutional custody and clearing market.

Lane has built her executive search career at Caldwell, advancing through increasingly senior roles while developing deep expertise across the financial services sector. Prior to joining the firm, she worked at Brown Brothers Harriman in Investor Services within its global custody business, where she specialized in frontier and emerging market regulatory research. She has also held roles in corporate communications and marketing. Lane holds a bachelor's degree in economics with a minor in mathematics from Assumption University.

"Lindsay has distinguished herself through her intellectual curiosity, collaborative approach and ability to understand the nuances of our clients' businesses and leadership needs," said Glenn Buggy, co-leader of Caldwell's Financial Services Practice. "I've had the privilege of working closely with Lindsay for many years, watching her take on increasingly complex challenges, broaden her expertise and earn greater responsibility through the quality of her work, her judgment and her commitment to our clients and colleagues. I have learned from her and look forward to continuing to do so. Lindsay has worked incredibly hard to reach this point, and I could not be more pleased to welcome her to the partner team and continue our work together serving clients across the financial services sector."

​​About Caldwell

Caldwell is a leading retained executive search firm connecting clients with transformational talent. Together with IQTalent, we are a technology-powered talent acquisition firm specializing in recruitment at all levels. Through the two distinct brands - Caldwell and IQTalent- the firm leverages the latest innovations in AI to offer an integrated spectrum of services delivered by teams with deep knowledge in their respective areas. Services include candidate research and sourcing through to full recruitment at the professional, executive and board levels, as well as a suite of talent strategy and assessment tools that can help clients hire the right people, then manage and inspire them to achieve maximum business results.

Caldwell's common shares are listed on The Toronto Stock Exchange (TSX: CWL) and trade on the OTCQX Market (OTCQX: CWLPF). Please visit our website at www.caldwell.com for further information.

For further information, please contact:

Caroline Lomot
Vice President, Marketing & Communications
Caldwell
clomot@caldwell.com
+1 516 830 3535

SOURCE: Caldwell Partners International, Inc.

View the original press release on ACCESS Newswire

FAQ

Who was promoted to partner at Caldwell (OTCQX:CWLPF) in August 2026?

Caldwell promoted Lindsay Schoen Lane to partner in its Financial Services Practice in August 2026. According to Caldwell, she has advanced through increasingly senior roles at the firm and focuses on senior executive search, assessment, and leadership advisory across multiple financial services segments.

What is Lindsay Schoen Lane’s role and focus as a partner at Caldwell (CWLPF)?

As a partner, Lindsay Schoen Lane works across Financial Services, Asset & Wealth Management, Board & CEO, and Legal, Risk & Regulatory Oversight practices. According to Caldwell, she advises wealth management platforms and investment managers on senior leadership recruitment, CEO succession, leadership readiness, and executive assessment mandates.

How does Lindsay Schoen Lane’s promotion fit into Caldwell’s Financial Services Practice strategy?

Lindsay Schoen Lane’s promotion strengthens Caldwell’s Financial Services Practice by adding an experienced partner focused on complex leadership needs. According to Caldwell, she is also helping expand the firm’s offering to the institutional custody and clearing market, supporting broader growth in financial services executive search.

What experience does Lindsay Schoen Lane bring to Caldwell’s partnership?

Lindsay Schoen Lane brings a career built at Caldwell plus prior experience at Brown Brothers Harriman. According to Caldwell, she worked in Investor Services within global custody, specializing in frontier and emerging market regulatory research, and has also held roles in corporate communications and marketing.

What is Caldwell’s business focus as the company promoting Lindsay Schoen Lane to partner?

Caldwell is a retained executive search firm that, together with IQTalent, provides technology-powered talent acquisition services. According to Caldwell, it offers candidate research, sourcing, and full recruitment from professional to board level, plus talent strategy and assessment tools to help clients hire and develop leadership.

Is Caldwell (TSX:CWL, OTCQX:CWLPF) a public company and where are its shares listed?

Yes, Caldwell is publicly traded. According to Caldwell, its common shares are listed on the Toronto Stock Exchange under CWL and trade on the OTCQX Market under CWLPF, giving investors access through both Canadian and U.S. over-the-counter markets.