Linda Davis Taylor

Principal, Chairman, CEO

Linda is the CEO and Chairman of Clifford Swan Investment Counselors in Pasadena, California. A participant in a fourth generation family business, Linda is a frequent speaker on wealth transition, family governance, and philanthropy. In addition to her investment counsel career, she has had over 25 years’ experience in senior leadership positions at Emory University, Claremont McKenna College, Amherst College, and Scripps College. Linda has served as a trustee for numerous educational and not-for-profit organizations, and is a co-founder of a private foundation. She and her husband are the parents of two adult daughters.

Diamond

"It is a privilege to work with the Clifford Swan team to help our clients achieve their goals. As one who is passionate about sustaining the core values of both families and organizations, I believe well-managed financial assets contribute to achieving a greater purpose and mission. As a firm which has served the community for over 100 years, Clifford Swan is an ideal partner for families and organizations committed to long-term success."

AFFILIATIONS

Chair, Board of Directors, Clifford Swan Investment Counselors
Board of Directors, College Futures Foundation
-Investment Committee, Finance Committee
Board of Overseers, The Huntington Library, Art Collections and Botanical Gardens
-Investment Committee, Planned Giving Committee, Library Committee
Director, San Pasqual Fiduciary Trust Company, Los Angeles
-Investment Committee, Strategic Planning Committee
Independent Director, Morningstar Funds Trust 
Trustee, Davis Family Foundation
Emory University, Dean’s Advisory Council
Kappa Kappa Gamma Alumnae Association
Investment Adviser Association
The Twilight Club of Pasadena
The University Club of Chicago
Former Trustee, Scripps College, Chair, 2009-2014
Former Trustee, The Thacher School

EDUCATION

Emory University, Bachelor of Arts, Psychology
Emory University Graduate School of Business, coursework in Executive Management

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