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Linda Rozycki

Vice President, Partner and Portfolio Management Analyst at Steward Partners Investment Advisory, LLC

Florham Park, NJ , United States

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

OrganizationRoleDate RangeDetails
Steward Partners Global AdvisoryVice President, Partner and Portfolio Management AnalystOct 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 StanleyPortfolio AssociateMar 2010 to Oct 2018
Pottery BarnAssistant ManagerJan 2007 to Sep 2008
Restoration HardwareAssistant ManagerSep 2007 to Dec 2007

Education

Drexel University

Bachelors, Design & Merchandising

1993 1997

Skills & Expertise

Microsoft Excel
Management
Project Management
Training
Strategic Planning
Microsoft Office
Leadership
Microsoft Word
Customer Service
Marketing
Social Media

Others at Steward Partners Investment Advisory, LLC (13)

NameRoleLocation
Andrew Gregory
Andrew Gregory
PartnerSuffolk, VA , United States
Jodie Mrotek
Jodie Mrotek
AssociateMilwaukee, WI , United States
Joseph Fell
Joseph Fell
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Katie Ramsay
Katie Ramsay
Partner, Vice President, and Wealth and Portfolio SpecialistManchester, NH , United States
M
Michael Carilli
Vice President - Wealth and Portfolio SpecialistBoston, MA , United States
Michael Kutsaya
Michael Kutsaya
Head of TradingWarminster, PA , United States
Scott Salvail
Scott Salvail
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Ali Allen
Ali Allen
Vice President, Partner and Wealth and Portfolio SpecialistWashington, DC , United States
Austin Eppel
Austin Eppel
Senior AssociateMorris Plains, NJ , United States
Crcp Heather Marie Dolce
Crcp Heather Marie Dolce
PartnerPhiladelphia, PA , United States
Showing 1-10 of 13 team members

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