![Laura Lincoln](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Laura Lincoln
Portfolio Manager-Equities at
Coastline Trust Co.
Profile
Ms. Laura Lincoln is a Vice President & Investment Officer at Coastline Trust Co. In this role, she focuses on providing holistic investment advice to high-net-worth clients.
She is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategies for individuals, families and foundations.
In addition, she supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Ms. Lincoln was previously employed as a Vice President by Bank of America, NA (Private Banking) and a Financial Advisor by Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
She received her undergraduate degree from California State University-San Marcos.
Laura Lincoln active positions
| Companies | Position | Start |
|---|---|---|
Coastline Trust Co.
 Coastline Trust Co. Investment ManagersFinance Coastline Trust develops a financial strategy based upon specific needs and objectives. The firm manages assets comprised primarily of fixed income and equity investments. | Portfolio Manager-Equities | 01/11/2022 |
Former positions of Laura Lincoln
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | 01/05/2021 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Corporate Officer/Principal | 01/04/2019 |
Training of Laura Lincoln
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
13
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Coastline Trust Co.
Coastline Trust Co. Investment ManagersFinance Coastline Trust develops a financial strategy based upon specific needs and objectives. The firm manages assets comprised primarily of fixed income and equity investments. | Finance |
California State University-San Marcos
 California State University-San Marcos Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | 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 |
- Stock Market
- Insiders
- Laura Lincoln
