Linda is a Portfolio Manager at Carnegie. Her focus ranges from working with high net worth individuals and families to endowments and foundations. She feels strongly about helping her clients reach their unique financial goals. Linda is a Chartered Financial Analyst® (CFA®), a professional designation which provides the academic background to serve clients investment management and planning needs. Expert in investment strategy and asset allocation, including portfolio construction and implementation. Prior to joining Carnegie, Linda spent 6 years responsible for investment oversight at The Cleveland Foundation. Her professional experience includes both Board work in finance and investment management and broader volunteer activities. Linda joined the Foundation after previously serving as a fixed income portfolio manager at both Victory Capital Management in Cleveland and STI Capital Management in Orlando, Fla. She also held various positions at SunTrust, Inc. in Orlando. Linda has a bachelor’s degree in finance from Marietta College.
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