From its toughest challenges to its greatest successes, financial services has been Linda’s career and passion since 1985. Linda is skilled at integrating her discipline, methodical approach and focus in order to problem solve on behalf of her clients. As a Senior Institutional Consultant who joined UBS in 1996 from Oppenheimer & Co., Linda offers unique insight and expertise—as well as a specialized focus on advising multijurisdictional pension plans—to institutional clients, including pension plan fiduciaries, corporate investment committees, foundations and endowments. She also works closely with private clients in helping them plan and develop their philanthropic legacies.
A Certified Investment Management Analyst (CIMA®) and a member of the Investments & Wealth Institute®, Linda has also earned the Investments & Wealth Institute® Foundations and Endowments certificate in conjunction with The Wharton School, University of Pennsylvania. She is a distinguished member of the UBS Pinnacle Council, a select group comprised of the firm’s most influential Financial Advisors and the Manager Research Advisory Committee. In 2016, 2017 and 2018 she was recognized as a Financial Times Top 401 Retirement Advisor. In 2019, she was recognized as a Forbes Top Women Wealth Advisor.
Linda received her B.B.A. in international business from Hofstra University. She lives in Manhattan with her husband, John and son, Peter.
Registered States:
AZ, CA, CO, CT, DC, FL, IA, IL, MA, MD, ME, MI, MN, NC, NJ, NV, NY, PA, SC, TX, VA, VT, WV