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Linda Fousek

Linda Fousek

Portfolio Manager at Carnegie Capital Asset Management, LLC

Cleveland, OH , United States

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

OrganizationRoleDate RangeDetails
Carnegie Investment CounselPortfolio ManagerApr 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 CareBoard MemberJan 2005 to Jan 2017
Finance, Audit & Investment Committee
Cleveland Museum of Natural HistoryVolunteerOct 2012 to Jan 2013
The Cleveland FoundationFinancial AnalystJan 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...
SunTrustVice PresidentMay 1985 to Oct 2000
Merrill Lynch Charitable Community FoundationInvestment CommitteeJan 2008 to Jan 2011
Victory Capital ManagementVice PresidentJan 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)

NameRoleLocation
B
Brenton Luce
Senior Portfolio ManagerChagrin Falls, OH , United States
Christopher Carey
Christopher Carey
Portfolio ManagerCleveland, OH , United States
Christopher Henry
Christopher Henry
Portfolio ManagerMaumee, OH , United States
D
Doug Pease
Portfolio managerCleveland, OH , United States
Elmer Meszaros
Elmer Meszaros
Senior Portfolio ManagerCleveland, OH , United States
K
Keith Vargo
Senior Portfolio ManagerTwinsburg, OH , United States
M
Meg Halloran
Senior Portfolio ManagerCleveland, OH , United States
Razmig Pounardjian
Razmig Pounardjian
Portfolio ManagerBeachwood, OH , United States
Art Merriman
Art Merriman
Principal and Senior Portfolio ManagerUnited States
Jesse Moroyoqui
Jesse Moroyoqui
TraderNew York, NY , United States
Showing 1-10 of 14 team members

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