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Linda Katz

Linda Katz

Office Manager


Linda graduated from Lafayette College with a degree in Math and chose to pursue a career in finance.  Her early career was spent managing both the Domestic and International Portfolio Management Groups at Sanford C. Bernstein & Co. in NYC where she was ultimately named a Partner. Subsequently she joined Prudential as Manager of Corporate Treasury and transitioned to Manager of Project Management, where she helped restructure a number of departments as the company prepared to go public.

After taking some time to raise her growing family, Linda returned to the field of Financial Planning when joining The Capital Legacy, LLC in 2012. Here she coordinates the investment process in client portfolios and works hard to ensure that our clients receive the stellar service they deserve. Linda nurtures client relationships by understanding and quickly responding to their varying needs and concerns. As a result, our clients feel comfortable and secure that we are committed to helping them reach their financial goals.

In her leisure time Linda enjoys preparing great meals for her husband Michael and three grown sons, and traveling with them whenever possible.