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Linda Sutkin
Portföljförvaltare-Aktier på
William Blair & Co. LLC (Investment Management)
Profil
Ms. Linda H.
Sutkin is a Managing Director & Wealth Advisor at William Blair & Co. LLC.
Ms. Sutkin led William Blair’s Private Wealth Management expansion into New York City, has deep cross-generational experience in wide-ranging areas of finance and is dedicated to excellence in the customized investment strategies it provides to individuals, families, not-for-profits, foundations, and endowments.
She and her team combine decades of investment experience with William Blair’s acclaimed equity research and vast financial planning resources to deliver a superior customer experience with proven results.
She began her career at Merrill Lynch and subsequently served as managing director and portfolio manager at Carret Asset Management from 1990 through 2009.
Since 1999, she has served on the board of advisors of the David and Lura Lovell Foundation, which funds programs and initiatives in mental health, integrative health and wellness, youth access to the arts, and gender parity.
In addition, she is an active participant in William Blair’s mentoring program.
She is a cum laude graduate of The City University of New York at Queens College, where she earned her degree in art history.
Aktiva positioner av Linda Sutkin
| Företag | Position | Start |
|---|---|---|
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources. | Portföljförvaltare-Aktier | 2017-01-01 |
Tidigare kända positioner av Linda Sutkin
| Företag | Position | Slut |
|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Portföljförvaltare-Aktier | 2009-12-31 |
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services | Företagsledare/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Företagsledare/Principal | - |
Kelleher Financial Advisors LLC
 Kelleher Financial Advisors LLC Investment ManagersFinance KFA performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes and then applies that to each individual client portfolio. They manage risk by investing in carefully researched securities and by achieving diversification through the use of mutual funds, exchange traded funds and investments including private equity and hedge funds. The firm advocates a long-term orientation in portfolios. | Portföljförvaltare-Aktier | - |
Linda Sutkins utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
61
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
Kelleher Financial Advisors LLC
Kelleher Financial Advisors LLC Investment ManagersFinance KFA performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes and then applies that to each individual client portfolio. They manage risk by investing in carefully researched securities and by achieving diversification through the use of mutual funds, exchange traded funds and investments including private equity and hedge funds. The firm advocates a long-term orientation in portfolios. | Finance |
City University of New York
 City University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Finance |
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
