ABOUT
About Active Management
Active Management is an independent investment advisory firm serving high-net-worth families and institutions.
We provide active investment management and thoughtful planning to preserve and compound capital across generations.
We build long-term partnerships, with our work evolving alongside our clients’ needs and circumstances over time.
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 blends a disciplined asset allocation process with a creative approach to portfolio construction, emphasizing customization, active management, and rigorous fundamental research. He builds close partnerships with clients and serves as a trusted advisor across generations.
Prior to joining Active Management, Jed was a Senior Equity Portfolio Manager at Seelaus Asset Management, where he managed multiple equity and balanced strategies and advised clients on long-term wealth creation.
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 existing specialized professionals to ensure alignment.
Independent and Aligned
As an independent, fee-based firm, our focus is entirely on the clients we serve.
Active Management has a fiduciary responsibility to our clients.
We do not sell proprietary products or have allegiance to any particular firm’s investment products.