Sign in

You're signed outSign in or to get full access.

Laura Lincoln

Laura Lincoln

Investment Manager at Coastline Trust Co.

Providence, RI , United States

About

Laura Lincoln currently serves as Investment Manager at Coastline Trust Company in Providence, RI, where she leads portfolio construction and asset allocation for a diverse client base, including high-net-worth individuals and institutional accounts. Her responsibilities include managing multi-asset portfolios across equities, fixed income, and alternative investments, with a focus on aligning investment strategies to clients’ long-term objectives and risk profiles.

Before joining Coastline Trust Company, Laura was Vice President at Bank of America Private Bank, where she specialized in delivering wealth management solutions and played a pivotal role in advising clients on trust and estate planning strategies. She has more than a decade of experience in investment management and private banking, consistently working with clients in sectors such as technology, real estate, and philanthropic foundations.

Laura holds a bachelor’s degree from the California State University System and is recognized for her deep expertise in multi-asset class investing and client relationship management. Throughout her career, she has contributed to enhancing investment policy development and mentor programs within her organizations, distinguishing herself as a leader in investment advisory services in Rhode Island.

Career History

OrganizationRoleDate RangeDetails
Coastline Trust CompanyInvestment ManagerNov 2022 to Present
Bank of America Private BankVice PresidentFeb 2019 to Present

Education

California State University System

Bachelor's Degree

1999 2004

Others at Coastline Trust Co. (2)

NameRoleLocation
Casey Tenney
Casey Tenney
Investment OfficerProvidence, RI , United States
Robert Belmont
Robert Belmont
Chief Investment OfficerProvidence, RI , United States

Similar Fund Managers

NameRoleFundLocation
Jeff Wardlow
Jeff Wardlow
Chief Investment Officer and Portfolio ManagerDeroy & Devereaux Private Investment Counsel Inc.Detroit, MI , United States
K
Karl Knas
Portfolio ManagerDeroy & Devereaux Private Investment Counsel Inc.Troy, MI , United States
Juerg Grimm
Juerg Grimm
Portfolio Manager and PartnerWilkinson Global Asset Management LLCNew York, NY , United States
R
Ryan Dodge
Securities AnalystWilkinson Global Asset Management LLCNew York, NY , United States