Linda Rozycki
Vice President, Partner and Portfolio Management Analyst at Steward Partners Investment Advisory, LLC
About
Linda Rozycki is Vice President, Partner, and Portfolio Management Analyst at Steward Partners Global Advisory, based in Florham Park, NJ. In her role, she provides analytical support and portfolio management services as part of the Neuman Wealth Solutions team, leveraging over 15 years of financial advisory experience to help deliver tailored investment solutions to clients.
Her expertise includes research, allocation, and the ongoing management of diversified portfolios across multiple asset classes, with a particular focus on equities, fixed income, and cash management strategies for high-net-worth individuals and families. Linda also coordinates with portfolio managers and investment committees to ensure portfolios remain aligned with each client's objectives and risk profile.
Prior to joining Steward Partners in 2018, Linda held the position of Portfolio Associate at Morgan Stanley where she supported senior advisors across a broad range of sectors and asset types, and earlier in her career served in management at Pottery Barn. She holds a bachelor’s degree in Design & Merchandising from Drexel University, adding an analytical and client-focused perspective that complements her investment acumen.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Steward Partners Global Advisory | Vice President, Partner and Portfolio Management Analyst | Oct 2018 to Present | Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth ... |
| Morgan Stanley | Portfolio Associate | Mar 2010 to Oct 2018 | — |
| Pottery Barn | Assistant Manager | Jan 2007 to Sep 2008 | — |
| Restoration Hardware | Assistant Manager | Sep 2007 to Dec 2007 | — |
Education
Drexel University
Bachelors, Design & Merchandising
1993 — 1997
Skills & Expertise
Others at Steward Partners Investment Advisory, LLC (13)
| Name | Role | Location |
|---|---|---|
| Partner | Suffolk, VA , United States | |
| Associate | Milwaukee, WI , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Partner, Vice President, and Wealth and Portfolio Specialist | Manchester, NH , United States | |
M Michael Carilli | Vice President - Wealth and Portfolio Specialist | Boston, MA , United States |
| Head of Trading | Warminster, PA , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Vice President, Partner and Wealth and Portfolio Specialist | Washington, DC , United States | |
| Senior Associate | Morris Plains, NJ , United States | |
| Partner | Philadelphia, PA , United States |
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B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States | |
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