Linda Fan, Managing Partner
New York, NY
212 518 6166
With over twenty-five years of higher education banking experience, Linda has spent the past fifteen years providing independent advice and consulting services to higher education and non-profit institutions, including a broad range of cultural and research organizations. Before founding The Yuba Group in 2010, she served as a Managing Director at Prager, Sealy & Co., LLC for five years. Before this period, she was Co-Head of the Higher Education and Not-for-Profit Group at Morgan Stanley, where she worked for eighteen years. Linda initially began her finance career at Salomon Brothers, where she worked for three years in the Municipal Finance Department and participated in the legendary training program memorialized in Michael Lewis’s Liar’s Poker. In developing and implementing financing programs for her clients as a banker and advisor, she has worked with a full range of financial instruments, and her assignments have included debt capacity analyses, the development and implementation of institutional debt policies, inaugural credit ratings, strategic planning, central bank and cash/liquidity strategies, as well as capital and debt planning and bond/swap implementation.
Linda graduated from Princeton University with an A.B. in art history, and she holds both an M.B.A. from the University of Chicago Booth School of Business and an M.A.T. in mathematics education from Montclair State University.
Municipal Advisor Licenses:
Series 54 Municipal Advisor Principal
Series 50 Municipal Advisor