Linda Hope Sutkin

Vice President, Financial Advisor-Private Wealth Management at William Blair & Company LLC

Linda Hope Sutkin

Linda Hope Sutkin

Vice President, Financial Advisor-Private Wealth Management at William Blair & Company LLC

Overview
RelSci Relationships

1130

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1

Relationships
RelSci Relationships are individuals Linda Hope Sutkin likely has professional access to. A relationship does not necessarily indicate a personal connection.

Member, Board of Advisors at The David and Lura Lovell Foundation

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Former Executive Vice President at American Federation of Teachers

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President & Chief Executive Officer at MetroWest Health Foundation

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Member, Board of Advisors at The David and Lura Lovell Foundation

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Secretary & Trustee at Toledo Symphony Orchestra

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Trustee at The David and Lura Lovell Foundation

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Member, Board of Advisors at The David and Lura Lovell Foundation

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Member, Board of Advisors at The David and Lura Lovell Foundation

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Former Member, Board of Advisors at The David and Lura Lovell Foundation

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Member, Board of Advisors at The David and Lura Lovell Foundation

Relationship likelihood: Strong

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Linda Hope Sutkin
Vice President, Financial Advisor-Private Wealth Management at William Blair & Company LLC
Education
Graduate, cum laude

Queens College is a part of the City University of New York, the third largest university system in the United States, in terms of enrollment. CUNY graduates include 12 Nobel laureates, a U.S. Secretary of State, a Supreme Court Justice, several mayors, members of Congress, state legislators, scientists and artists. Queens College, located in Kew Gardens Hills in the borough of Queens in New York City, is one of the senior colleges of the City University of New York. It is also the fifth oldest of the City University's twenty-three institutions of higher learning. The college's seventy seven acre campus is located in the heart of the borough, along Kissena Boulevard. Queens College opened in 1937 and has become one of CUNY's largest senior colleges.

Career History
Vice President, Financial Advisor-Private Wealth Management
2017 - Current

William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago, and has office locations in 11 cities, including London, New York, Shanghai, and Zurich.

Vice President & Financial Advisor
2017 - Current

William Blair & Co. is an active investment manager and utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, the firm employs both fundamental and technical research methods.William Blair's Investment Counseling (IC) group offers custom wealth management based on each client’s individual needs and objectives. In selecting investments, the IC group considers a broad array of securities and investment vehicles, including common stocks, corporate, government and municipal fixed income securities, affiliated and unaffiliated mutual funds, private funds and money market funds. For certain wrap program clients, the IC group has discretion to hire sub-managers.The firm's Private Client Advisors (PCA) group offers custom-designed portfolios based on each client’s individual needs and objectives. PCA considers a wide variety of securities and investment vehicles including common stocks, corporate, government and municipal fixed income securities, as well as affiliated and unaffiliated mutual funds and money market funds. Investments tend to demonstrate a growth-oriented bias. For certain wrap program clients, the PCA group has discretion to hire sub-managers.William Blair also offers William Blair Select, a diversified open architecture platform of investment strategies provided by affiliated and external investment managers, each with a focus on a particular asset class and style.

Managing Director
2010 - 2017

Wall Street Access Asset Management seeks to build and manage customized, tax-efficient, diversified, multi-asset class portfolios of cash, bonds, stocks, mutual funds, ETFs and REITs for their clients' liquid assets. The firm employs a variety of investment strategies which are based on both individual equity selection and proprietary asset allocation models. Portfolios are designed to achieve significant total return while preserving capital. Wall Street Access Asset Management's fixed-income investments include high-grade corporate bonds, as well US Treasury and US agency issues.Advanced Strategies II LP is a multi-strategy fund-of-hedge funds with a concentration of long/short equity managers. The fund places money with experienced hedge fund managers who have historically generated high risk-adjusted returns with an overall net long bias.Global Wealth Allocation, a majority-owned affiliate of Wall Street Access, creates wealth-weighted portfolios by re-weighting the constituents of market-cap indices based on book value, earnings and cash flow. This process results in a systematic and fully-transparent long-term strategy that can be easily implemented on a large scale and can create systematic alpha over the market-cap weighted index. Global Wealth Allocation partners with leading global index providers to create and publish indices covering the developed world, emerging markets, regional markets and single countries (the US, Japan, the UK and Australia). The firm then partners with other portfolio management firms to create portfolios. Their clients include some of the largest and most sophisticated pension plans and government funds in the world.