Linda has been in the investment industry since 1984 in both the operational area and as a client service assistant. Having the experience in both areas gives her a better perspective on how to handle the client's needs and how to expedite their request.
Linda is responsible for assisting with any of the operational, administrative and compliance issues that may occur in the operation of Sagamore Advisors Group. In assisting clients with their requests, she strives to ensure that every client, new or old, receives the same high level of service. She is both Series 7 and Series 66 licensed which gives her the ability to enter client orders when necessary.
Our Team