Our Team 

 

 

    Articles written by Linda:

 

     

 

 Linda Davis Taylor
CCM Family Advisors
Managing Director
Email: ldt@convergentcapital.com
Phone: (626) 564-2929

Linda Davis Taylor is Managing Director at CCM Family Advisors. 

 

As of January, 2010, Linda is also CEO and Chairman at Clifford Swan Investment Counsel, a CCM affiliate in Pasadena, CA.  Prior to earning the position of CEO and Chairman at Clifford Swan, Linda served as non-executive Chairman of the Board at the firm for two consecutive years, and as CEO of Philip V. Swan Associates from 2002-2007. 

 

Her prior experience also includes twenty-five years in senior management positions in philanthropy and admissions for several distinguished educational institutions, including Amherst College, Claremont McKenna College, Scripps College and Emory University. 

 

Linda is currently a trustee of Scripps College in Claremont, CA, where she serves as Chairman of the Board, and is on the board of directors at the College Access Foundation of California.  Committed to philanthropic activity, Linda is also a trustee of a private family foundation.

In her spare time, Linda enjoys running, swimming, and spending time with her two daughters and spouse. 



   

 

Sonja Weich
CCM Family Advisors
Associate Advisor
Email:  Sonja@convergentcapital.com
Phone:  (626) 564-2929


Sonja Weich is associate advisor at CCM Family Advisors. 

Sonja's prior recent experience includes sales, marketing and research for a Los Angeles Photovoltaic System Installation company.  She has previously held numerous teaching positions in a variety of subjects. Her most recent teaching position was at two financial education summer camps for teenagers in Claremont, California.  Sonja's broader teaching experiences include positions as a teacher's assistant at a clinic for hearing impaired children and at a Montessori Kindergarten in Germany, and as an English teacher in Peru.

Prior to joining CCM Family Advisors, Sonja earned her BA from Scripps College, where she majored in Economics and completed a minor in German.