![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
Portefeuillebeheerder-Aandelen bij
Coastline Trust Co.
Profiel
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.
Actieve functies van Laura Lincoln
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-11-2022 |
Eerdere bekende functies van Laura Lincoln
| Bedrijven | Functie | Einde |
|---|---|---|
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 |
Opleiding van Laura Lincoln
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
13
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
