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Linda Fousek
Portfolio Manager at Carnegie Capital Asset Management, LLC
About
Linda Fousek, CFA, is a Senior Vice President and Portfolio Manager at Carnegie Capital Asset Management LLC, based in Cleveland, Ohio. In her current role, she leads investment strategy, portfolio construction, and asset allocation for a diverse client base that includes high net worth individuals, families, and nonprofit endowments. Her approach emphasizes tailored financial solutions, continuous client engagement, and effective risk management.
Linda's expertise spans investment oversight and customized portfolio management, with significant experience working across equities, fixed income, and multi-asset portfolios. She is particularly noted for her work with endowment funds for nonprofit organizations and enjoys working with clients across different life stages, from working professionals to retirees, ensuring their portfolios align with specific financial goals and life transitions.
Prior to joining Carnegie in 2013, Linda held responsibilities in investment oversight at The Cleveland Foundation and served as a portfolio manager for multiple firms. She holds the Chartered Financial Analyst (CFA) designation, reflecting advanced competency in portfolio management and investment analysis, and earned her degree from Marietta College. Linda is recognized for her commitment to personalized financial stewardship and has served as a board member and volunteer in various Cleveland-based organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Portfolio Manager | Apr 2013 to Present | Expert in investment strategy and asset allocation, including portfolio construction and implementation. Highly regarded for ability to comfortably relate to all constituents across an organization bo... |
| Centers for Dialysis Care | Board Member | Jan 2005 to Jan 2017 | Finance, Audit & Investment Committee |
| Cleveland Museum of Natural History | Volunteer | Oct 2012 to Jan 2013 | — |
| The Cleveland Foundation | Financial Analyst | Jan 2005 to Jan 2011 | Responsible for oversight of the Foundation’s investment portfolio. A strategic thinker, effective communicator and a creative, trustworthy advisor. Works closely with senior colleagues within the Fou... |
| SunTrust | Vice President | May 1985 to Oct 2000 | — |
| Merrill Lynch Charitable Community Foundation | Investment Committee | Jan 2008 to Jan 2011 | — |
| Victory Capital Management | Vice President | Jan 2000 to Jan 2003 | Managed $2 billion in securities as the corporate specialist for taxable fixed income team, generating strategic trade ideas, developing supporting research and executing to capitalize on current inve... |
Education
Marietta College
1980 — 1984
Others at Carnegie Capital Asset Management, LLC (14)
| Name | Role | Location |
|---|---|---|
B Brenton Luce | Senior Portfolio Manager | Chagrin Falls, OH , United States |
| Portfolio Manager | Cleveland, OH , United States | |
| Portfolio Manager | Maumee, OH , United States | |
D Doug Pease | Portfolio manager | Cleveland, OH , United States |
| Senior Portfolio Manager | Cleveland, OH , United States | |
K Keith Vargo | Senior Portfolio Manager | Twinsburg, OH , United States |
M Meg Halloran | Senior Portfolio Manager | Cleveland, OH , United States |
| Portfolio Manager | Beachwood, OH , United States | |
| Principal and Senior Portfolio Manager | United States | |
| Trader | New York, NY , United States |
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