Linda Bready

President

Linda Bready is a founder, fractional COO, and operations and M&A advisor with extensive experience in the fintech and wealth management industries. Currently, Linda serves as President of OnTrajectory and CleverCX, and as an Independent Board Member at The Kinnect Company. Linda previously held senior roles at Envestnet Asset Management and was EVP of Operations and Client Service at FolioDynamix before its acquisition. As the founder of B-Ready Outsourcing Solutions, Linda built a successful firm that specialized in virtual reporting services for investment advisers. Linda continues to influence growth and transformation through strategic consulting and thought leadership.

Location

Charlotte, United States

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