Our Team



Linda Davis Taylor

Managing Director


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.


  

Sonja Weich

Associate Advisor


Sonja Weich oversees daily operations at CCM Family Advisors.  In addition to her work with CCM Family Advisors, Sonja is also a part of the marketing team at CCM affiliate, Clifford Swan Investment Counsel.

Her prior experience includes sales, marketing and research for a Los Angeles Photovoltaic System Installation company.  She has also 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.