Linda Sutkin

Portfolio Manager-Equities at

William Blair & Co. LLC (Investment Management)

Finance

Consumer Services

Profile

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.

Linda Sutkin active positions

Companies	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.	Portfolio Manager-Equities	01/01/2017

All active positions of Linda Sutkin

Former positions of Linda Sutkin

Companies	Position	End
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.	Portfolio Manager-Equities	31/12/2009
Shearson Lehman Brothers Holdings, Inc. Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Provides Security Broker services	Corporate Officer/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.	Corporate Officer/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.	Portfolio Manager-Equities	-

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Linked companies

Private companies	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