Linda Davis Taylor
Director/Board Member bij Morningstar Funds Trust
Profiel
Linda Davis Taylor is a Trustee at Morningstar Funds Trust.
She was previously the Chief Executive Officer at Philip V.
Swan Associates, Inc. from 1999 to 2007.
She also served as the Principal, Chairman & Chief Executive Officer at Clifford Swan Investment Counsel LLC.
Additionally, she was a Director at College Futures Foundation.
Ms. Taylor received her graduate degree from Emory University in 1981 and her undergraduate degree from Emory University in 1974.
Actieve functies van Linda Davis Taylor
| Bedrijven | Functie | Begin |
|---|---|---|
Morningstar Funds Trust
 Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL. | Director/Board Member | - |
Eerdere bekende functies van Linda Davis Taylor
| Bedrijven | Functie | Einde |
|---|---|---|
Philip V. Swan Associates, Inc.
 Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Chief Executive Officer | 31-10-2007 |
College Futures Foundation
 College Futures Foundation Investment Trusts/Mutual FundsMiscellaneous College Futures Foundation operates as an educational consultant. It concentrates on changes in policies and institutional practices that help all students graduate from college with degrees. The company was founded in 2005 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Chief Executive Officer | - |
Opleiding van Linda Davis Taylor
| Emory University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Philip V. Swan Associates, Inc.
Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Finance |
College Futures Foundation
College Futures Foundation Investment Trusts/Mutual FundsMiscellaneous College Futures Foundation operates as an educational consultant. It concentrates on changes in policies and institutional practices that help all students graduate from college with degrees. The company was founded in 2005 and is headquartered in San Francisco, CA. | Miscellaneous |
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
Morningstar Funds Trust
Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL. | Miscellaneous |
