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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coastline Trust Company | Investment Manager | Nov 2022 to Present | — |
| Bank of America Private Bank | Vice President | Feb 2019 to Present | — |
Education
California State University System
Bachelor's Degree
1999 — 2004
Others at Coastline Trust Co. (2)
| Name | Role | Location |
|---|---|---|
| Investment Officer | Providence, RI , United States | |
| Chief Investment Officer | Providence, RI , United States |
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