Fundraising Fox

Katy Tol

Investor

Wealth Planning Team Assistant at Lincoln Private Investment Office

About

Wealth Planning Team Assistant supporting the Wealth Planning Team; joined in 2026 with prior data analyst experience at YTREE Limited.

Colleagues at Lincoln Private Investment Office

Alex Richman
Client Analyst at Lincoln Private Investment Office
Ausaf Abbas
Investor at Lincoln Private Investment Office
Becky Robbins
Chief Operating Officer at Lincoln Private Investment Office
Ben Stern
Partner at Lincoln Private Investment Office
Chris Rowell
Head of Client Relationships at Lincoln Private Investment Office
Daniel Cunningham
Assistant Adviser at Lincoln Private Investment Office
Dipankar Shewaram
Investor at Lincoln Private Investment Office
Duncan McIntyre
Investor at Lincoln Private Investment Office

Frequently asked questions

Who is Katy Tol?
Wealth Planning Team Assistant supporting the Wealth Planning Team; joined in 2026 with prior data analyst experience at YTREE Limited.
Where does Katy Tol work?
Katy Tol is Wealth Planning Team Assistant at Lincoln Private Investment Office.