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Doron L

Series 65, Series 66

Santa Barbara, CA

Ivy Advisors, LLC

Doron Linz is a financial advisor with Ivy Advisors, LLC in Santa Barbara, CA, holding Series 65 and Series 66 licenses and 18 years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for seven years while operating Ivy Advisors as a single-advisor independent firm for 12 years. Ivy Advisors, LLC serves as the general partner and investment manager of a private investment partnership, offering discretionary asset management with a focus on a long-biased, relative-value strategy applied to highly liquid, publicly traded securities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide active trading, including short sales and derivatives, and maintains institutional-style controls despite its small size.

Active portfolio management Concentrated stock management Founder/Business Owner
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