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Governance Chair, Morningstar Funds Trust
Linda Davis Taylor is the Governance Chair of Morningstar Funds Trust, a major mutual fund trust serving millions of investors, and former CEO of Clifford Swan Investment Counselors, with a distinguished career guiding the stewardship of family and institutional wealth.
Wealth has its greatest meaning when we understand the responsibility that comes with it. Financial knowledge gives us choices, but sharing that knowledge across generations gives families the power to make those choices with purpose.
- Linda Davis Taylor
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Linda Davis Taylor is a wealth management and education leader whose career connects investment stewardship, institutional governance, and financial literacy. She serves as Governance Committee Chair and an Independent Trustee of Morningstar Funds Trust, where trustees provide independent oversight designed to safeguard fund shareholders’ interests. She is also an Independent Director of Marts&Lundy, a philanthropic consulting firm, and the former Chairman and CEO of Clifford Swan Investment Counselors. Her work centers on helping people understand money not simply as an asset, but as a…
Morningstar Funds Trust
