A (Virtual) Intimate Chat With Linda Davis Taylor
A Women's Member Community Sponsored Event
The Intimate Chat Series is sponsored by CFA Society Los Angeles' Women’s Member Community. The event is designed to provide professional guidance to women, but all individuals are welcome to attend.
Attendance for this Intimate Chat Series event will be limited to allow all participants to engage in active dialogue.
If you haven’t joined the Women’s Member Community (MC) and want to keep up to date with the goings on of the community, please consider joining the LinkedIn group called ‘CFALA Women’s Group’.
Linda Davis Taylor | Linda Davis Taylor is the CEO and Chairman of Clifford Swan Investment Counselors in Pasadena, California, and a champion for women’s economic independence and strength. She is a frequent speaker on wealth transition, family governance, and philanthropy. Linda wrote The Business of Family with an objective to educate families on multi-generational financial sustainability, and the power to affect change that comes with wealth.
Linda became CEO and Chairman of Clifford Swan Investment Counselors in 2010, after serving as President of Philip V. Swan Associates since 2002. Clifford Swan is the nation’s oldest investment advisory firm. In addition to managing the firm, she advises clients on wealth transition, family governance, and philanthropy. Her prior experience also includes twenty-five years in senior management positions in philanthropy and admissions for several distinguished educational institutions, including Amherst College, Claremont McKenna College, Scripps College and Emory University.
She is the host of the new podcast, Money Stories with LDT: a series at the intersection of money wellbeing, gender, and storytelling. Each week, Linda interviews today's top thought leaders and CEOs about their money stories — exploring how our family, race, economic status, gender, and personality affect our financial lives.
Linda is currently a trustee of Morningstar Funds Trust in Chicago and is a Board Member of Clifford Swan Investment Counselors in Pasadena, CA; San Pasqual Fiduciary Trust Company in Los Angeles, CA; The Huntington in San Marino, California, and is on the Board of Overseers at the College Futures Foundation in San Francisco. She is also a Former Trustee of Scripps College in Claremont, CA (Chair, 2009-2014), The Thacher School, and The Pasadena Symphony.
She and her husband are the parents of two adult daughters. Back To Top ^^
Note: All opinions expressed by Linda Davis Taylor are solely her opinions and do not necessarily reflect those of Clifford Swan Investment Counselors. You should not treat any opinion expressed by Ms. Taylor as a specific recommendation to make a particular investment. Ms. Taylors’ opinions are based upon information she considers reliable.
Watch the CFALA website and emails for future events in the “An Intimate Chat Series.” Each month the CFA Society Los Angeles’ Women’s Member Community will host an event in an intimate setting featuring a successful, engaging local woman who has an interesting story to tell and valuable advice to share. The events will rotate locations across the LA area and times will vary between lunch, early coffee and evenings to help accommodate our membership’s diverse locations and schedules.
Arielle Bittoni, CFA and Susan Drozdowski