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Profile
Fritz Linkner, CFA
Traveling the corniche roads of southern France visiting villages and looking out over the Mediterranean Sea.
Scuba diving with the fish and coral in 80 degree waters off the coast of St. John, Virgin Islands.
Not a lot but I make killer Sunday morning omelets, holiday New England clam chowder, steaks and chili with beer.
Spend time raising my son trying to give him the tools to make the most out of life, walk my Frenchie, Newton, and feed crickets to a bearded dragon named Stomp.
My dad took my brother and me when we were kids on “rounds” at the hospitals in Phoenix so he could spend time with us while he saw patients. He said always do your best, respect nature and be happy.
About Diane
- Objective: Fritz’s objective is to give clients the peace of mind to entrust their money with an advisor who can take care of their investments so they can focus on everything else.
- Snapshot: Fritz has spent the past 25 years learning the dos and don’ts of investing by understanding what makes companies successful and what investable themes offer the biggest rewards. He believes these are the building blocks for constructing financial solutions for clients.
Experience
- Director of Research at RSS Investment Counsel
- Portfolio Manager and Research Analyst at Husic Capital Management
Education
- University of Southern California, Marshall School of Business, MBA Finance
- Brown University, BA, History and Organization Behavior and Management
Affiliations & Boards
- Chartered Financial Analyst
- CFA Institute/CFA Society of San Francisco
