We emphasize teamwork, creativity and confidentiality in all aspects of our business.
Tanina Frouge Linden, CFP®
Responsibilities: Tanina’s main role is to insure that the investments she makes for clients are well researched and appropriate to their goals. She also crafts comprehensive financial plans for clients. Both Tanina and Bill prepare and file tax returns!
Experience: Tanina Linden has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering specialty pharmaceuticals, and then, co-founded the healthcare investment banking department with two colleagues. She has worked at two publically traded companies, one as the CFO. She was a Vice President & Senior Investment Officer at Princeton Capital Management for seven years before co-founding Futurity Capital LLC with Bill in 2007.
Education and Credentials: Tanina earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a Certified Financial Planner (CFP®) and holds a Series 65 license. She served on the Board of Directors of the Junior League of Greater Princeton for four years, revamping their financial and donation systems. With her wealth management and planning expertise, Tanina is a frequent speaker to community groups.
William H. Linden
Responsibilities: Bill manages Compliance at Futurity in addition to being a technical analyst.
Experience: Bill Linden has also worked in the financial industry for many years. He designed trading systems at Deutsche Bank and at Goldman Sachs prior to founding Futurity Capital.
Education and Credentials: Bill earned a BS in Computer Science from Rutgers University. Bill holds a Series 65 license.
Interests: Bill and Tanina are married with 2 dogs and 3 chinchillas. They reside in Purcellville, Virginia. They both love horseback riding, hiking, shooting, cooking and travel.
Contact us today to see how we can help you acheive a secure financial future - 540-441-7699
Free initial consultations and portfolio second opinions!