Linda Stephans, CIMA®

Managing Director, Wealth Management, Institutional Consulting Director

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(312) 648-3014(312) 648-3014

Linda Stephans is a Managing Director and Co-Lead of Graystone Consulting’s Stephans Van Liew & Oiler Group. She has over 38 years of investment experience as a senior corporate executive and nonprofit Board member, which gives her a unique perspective in serving the complex needs of both institutional and private wealth clients. Linda serves as the lead partner in charge of business development and client management for the Chicago practice.

Linda is a recognized industry leader and is a frequent speaker on the topic of mission-aligned and impact investing. She has received numerous professional accolades over the years and has been recognized on Barron’s 2017 Top Institutional Consultants and 2017 Top 100 Women Advisors lists. Linda was also one of the first professionals included in the 2014 Financial Times Inaugural Top 100 List. In addition, she was honored as a recipient of the 17th Annual Influential Women in Business Awards in 2014. Most recently, Linda was named by Morgan Stanley to the 2018 MAKERS List, a women’s leadership platform highlighting stories of ground breaking women.

Prior to joining Graystone Consulting, Linda spent over 13 years at Merrill Lynch, where she played an instrumental role in helping drive the growth of the firm’s institutional consulting and private banking businesses. She worked with her colleagues to launch the first Advisory Council to Management for Global Institutional Consulting, and also served as the Chair of the Private Banking Advisory Council to Management. Linda enjoyed a 19-year career at The Northern Trust Company, where she held executive management positions in both the commercial lending and private wealth management groups.

In addition to her professional responsibilities, Linda is passionate about addressing the needs of her community. Linda currently serves on the Board of Directors for the Chicago Public Library Foundation, providing support to enhance state-of-the-art technology and lifelong literary and learning programs. Linda has held strategic leadership and board positions with Leadership Greater Chicago, The Music Institute of Chicago, Hadley School for the Blind, the Winnetka Community House, North Shore Senior Center, Christ Church Winnetka and the Winnetka Chamber of Commerce. She is also a member of Forefront Chicago and ICCR (Interfaith Center on Corporate Responsibility.)

Linda graduated from the University of North Carolina at Chapel Hill with a Bachelor’s degree in Business Administration and earned an M.B.A. with a concentration in Marketing and Finance from The J.L. Kellogg Graduate School of Management at Northwestern University. She also holds the Certified Investment Management Analyst (CIMA®).

Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 559568

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1As of December 30, 2017


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