Speaker Profiles
As senior equity strategist, Linda Duessel is part of the team responsible for formulating Federated Hermes’ views about various equity market conditions and the firm’s positioning strategies. She is also responsible for articulating the strategy, process, positioning and performance of Federated Hermes’ equity portfolios. Linda has 40 years of investment experience.
Linda has been a regular contributor to CNBC’s “Closing Bell” and other programs. In addition, she has appeared on Fox News “Your World With Neil Cavuto” and Bloomberg Television. Linda has been extensively quoted by Associated Press, The Wall Street Journal and Barron’s and has been featured in the annual roundtables for USA Today and Smart Money Magazine. In addition to her media appearances, Linda offers timely value add seminars for both advisors and clients on topics ranging from AI to Behavioral Finance.
Linda earned her master’s degree from Carnegie Mellon University and bachelor’s degree from Wharton School of the University of Pennsylvania. She is a CFA® charterholder, CPA and a CFP® professional, and a member of the CFA® Society of Pittsburgh.
Charles Kard is Senior Vice President and Chief Investment Officer of Adelphi Trust Company and is our moderator for the evening.
Charles has a 28-year career in portfolio management and has worked with individuals, trusts, not-for-profit organizations, family foundations, and corporate entities. His experience includes securities analysis, portfolio management and relationship management with prominent national and state bank and trust companies.
Charles holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations. He is the past president and current board member of CFA Society Tampa Bay. He is also a member of the Suncoast and Pinellas estate planning councils and serves on an advisory panel for the University of South Florida – Kate Tiedemann School of Business & Finance.
Charles is a native of St. Petersburg, Florida, and has spent his career serving Florida clients, primarily in the Tampa Bay region.
Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications.
Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press.
Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager.
Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science and Economics, as well as French. She is fluent in English, Portuguese, Spanish and French.