OUR TEAM

Leadership

The partners of Active Management bring deep experience across investment research, institutional portfolio management, alternative investments, high-net-worth planning, and single-family office leadership.

Linda Kazyak

Linda Kazyak founded Active Management to provide thoughtful, independent advice and a high-touch client experience for individuals and families seeking a disciplined approach to planning and investment management.

She brings more than three decades of experience in financial planning and investment management, with a focus on delivering personalized guidance and long-term financial stewardship.

Prior to founding Active Management, Linda was at Cambridge Associates, where she advised institutional and private clients on investment strategy and portfolio construction. She began her career at MetLife Investment Management, developing a foundation in portfolio management and institutional investing.

Her work centers on helping clients navigate complex financial decisions while maintaining a long-term perspective on wealth preservation and growth.

Jed Glick, CFA

Jed Glick works with individuals, families, and institutions to provide thoughtful planning and customized investment management aligned with long-term objectives.

He brings more than two decades of experience in financial services, including managing capital for institutions, single-family offices, and high-net-worth families. His work emphasizes disciplined asset allocation, active portfolio management, rigorous fundamental research, and serving as a trusted partner across generations.
Prior to joining Active Management, Jed was a Senior Equity Portfolio Manager at Seelaus Asset
Management, where he managed multiple equity strategies and advised clients on asset allocation and portfolio construction.

Earlier in his career, he held senior investment roles at two single-family offices and was a
Portfolio Manager at Safra Asset Management, working closely with ultra-high-net-worth clients.

Jed is a CFA Charterholder and a member of the CFA Institute and the New York Society of Security Analysts.

Firm Resources

Active Management supplements its internal capabilities with experienced professionals across operations, compliance, legal, and accounting.

We also leverage the services of our custodian, LPL Financial, allowing us to remain focused on planning, portfolio management, and client communication.

In addition, we coordinate closely with your existing advisors to ensure alignment.

Active Wealth Management

Our role is not only to manage portfolios—but to provide clarity, structure, and continuity over time.

We welcome the chance to speak.

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