Linda Lehman

Linda Lehman is Vice President of Portfolio Management Systems at Oxbow Advisors, LLC in Tyler, TX, where she plays a key role in managing portfolio data and overseeing compliance reporting for the firm. She has been with Oxbow Advisors and its predecessor, HPO Advisors, since 2003 and leverages over two decades of experience in portfolio management systems within the investment advisory sector. Her responsibilities focus on the operational and systems aspects of portfolio oversight, ensuring the integrity and accuracy of data for regulatory and client requirements.

Linda's expertise includes the management and implementation of portfolio management technologies and compliance functions. While her primary responsibilities are systems-oriented, her support is vital across Oxbow Advisors' investment activities, which typically serve high net worth clients and institutional portfolios, covering sectors such as equities, fixed income, and alternative investments. She maintains her status as a registered investment advisor representative, emphasizing adherence to industry regulations and best practices.

Linda holds a Bachelor of Business Administration in Finance from Texas A&M University-Corpus Christi, highlighting her strong foundation in financial principles. In addition to her role at Oxbow Advisors, she is noted for her involvement as a Gold Director at USANA Health Sciences, demonstrating versatility in leadership across industries.