Krista Linn

Chicago Regional Lead, Director, Senior Portfolio Manager at Bartlett Wealth Management

Role: Director, Senior Portfolio Manager at Bartlett Wealth Management
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Krista Linn

We help wealthy families pursue their financial goals with a customized, tax-sensitive approach to investing. Our sole focus is developing investment strategies and managing portfolios consistent with our client’s unique investment goals.

Experience

Director, Senior Portfolio Manager
Bartlett Wealth Management
Jul 2019 — Present · Chicago, IL, US

Skills

Consulting
Due Diligence
Mergers & Acquisitions
Investments
Strategic Planning
Asset Allocation
Investment Strategies
Alternative Investments
Management
Analytical Skills
Finance
Financial Analysis
Portfolio Management
Mergers
Strategy
Leadership
Asset Management
Analysis

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