Linda Fousek, CFA

Linda Fousek, CFA
Portfolio Manager
Cleveland, OH

EMAIL LINDA FOUSEK

Or call 216.367.4132

“I am passionate about helping my clients feel comfortable in achieving their financial goals. I want them to know that I am here for them.”

Linda Fousek serves Carnegie Investment Counsel as Portfolio Manager.  With experience, integrity, and empathy, Linda helps her clients reach their unique financial goals. Linda’s focus ranges from working with individuals and families to endowments and foundations as well as public funds.

Linda is a Chartered Financial Analyst® . She is an expert in investment strategy and asset allocation, including portfolio construction and implementation.

Prior to joining Carnegie, Linda was responsible for investment oversight at The Cleveland Foundation. Linda’s background also includes roles as portfolio manager at both Victory Capital Management in Cleveland and STI Capital Management in Orlando, Florida and various positions at SunTrust, Inc.

​Linda’s professional experience includes both Board work in finance and investment management and broader volunteer activities.  She earned her Bachelor of Arts in Finance from Marietta College.
 
Outside of work, Linda enjoys travel, practicing yoga and fine dining. 

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About Linda Fousek's Professional Designation

Chartered Financial Analyst (“CFA”)
The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.