Portfolio Management with Linda Klingman and Shana Sissel

On today’s episode, we are talking about the quintessential role of Portfolio Manager. They oversee the management and performance of a fund. What does it take to be successful and how do you get tapped for the role? Today we have Linda Klingman and Shana Sissel joining us.

Linda Klingman is a Managing Director and Head of Money Market Strategies for Schwab Asset
Management. She leads the portfolio management teams for Schwab Money Funds and has overall responsibility for all aspects of the management of the funds. Linda earned a Bachelor of Business Administration from Stephen F. Austin State University. Linda lives in the San Francisco Bay Area and is an avid gardener, growing many types of fruits and vegetables to share with family and friends throughout the year.  When she’s not managing money funds or in the garden, she is traveling to places far and wide or spending time in Key West, Florida.  

As CEO of Banríon Capital Management Shana Orczyk Sissel helps independent advisors navigate the
complex world of alternative investing. Shana earned her nickname as “Queen of Alternatives” from her industry peers and wears the “crown” with great pride. Shana earned a Bachelor of Science Degree in Sport Management from the University of Massachusetts at Amherst before receiving her MBA from Bentley University’s McCallum School of Business. She is a proud holder of the Chartered Alternative Investment Analyst (CAIA) designation. In her spare time, Shana enjoys horseback riding, traveling, and spending time at the beach, regardless of the season. 

Kristine Delano guides the conversation about the importance of making connections with clients, managing goals, and having mentors.

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Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

In partnership with the New York Stock Exchange and  https://www.etfcentral.com/

Book recommendations: 

- Risk: The Science and Politics of Fear by Daniel Gardner
- Who Moved My Cheese by Spencer Johnson, M.D.