Linda Davis Taylor

Linda Davis Taylor is the host of Money Stories with LDT, a podcast at the intersection of money wellbeing, gender, and storytelling. Each week, she interviews today’s top thought leaders and CEOs about their money stories — exploring how our family, race, economic status, gender, and personality affect our financial lives.

 

Linda is the former CEO and Chairman of Clifford Swan Investment Counselors in Pasadena, California, and a champion for women’s economic independence and strength. She is a frequent speaker on wealth transition, family governance, and philanthropy. Linda wrote The Business of Family with an objective to educate families on multi-generational financial sustainability, and the power to affect change that comes with wealth.

 

Linda became CEO and Chairman of Clifford Swan Investment Counselors in 2010, after serving as President of Philip V. Swan Associates since 2002. Clifford Swan is the nation’s oldest investment advisory firm. In addition to managing the firm, she advised clients on wealth transition, family governance, and philanthropy.

 

Her prior experience also includes twenty-five years in senior management positions in philanthropy and college admissions for several distinguished educational institutions, including Amherst College, Claremont McKenna College, Scripps College and Emory University.

Linda is currently a trustee of Morningstar Funds Trust in Chicago and is a Director for San Pasqual Fiduciary Trust Company in Los Angeles, CA; The College Futures Foundation in Oakland, CA and a member of the Board of Governors for The Huntington Library, Botanical Gardens, and Art Museum in San Marino, California. She is also a Former Trustee of Scripps College in Claremont, CA (Chair, 2009-2014), The Thacher School, and The Pasadena Symphony.

 

Linda has been featured in numerous media outlets including SELF, CNBC, Forbes, U.S. News & World Reports, Worth, PBS, Bloomberg, and more. She and her husband are the parents of two adult daughters.