Krista Linn

Director, Senior Portfolio Manager @Bartlett Wealth Management

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2019 — Present

Director, Senior Portfolio Manager @Bartlett Wealth Management

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Chicago, IL, US

SKILLS

ConsultingDue DiligenceMergers & AcquisitionsInvestmentsStrategic PlanningAsset AllocationInvestment StrategiesAlternative InvestmentsManagementAnalytical SkillsFinanceFinancial AnalysisPortfolio ManagementMergersStrategyLeadershipAsset ManagementAnalysis

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.

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