Linda Kocher
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- Full Name
- Linda Kocher
- Title
- Operations Manager (Financial Paraplanner Qualified Professional, FPQP®)
- Firm
- Cornerstone Wealth Group, LLC (previously Sutton Wealth Management, Inc.)
- Firm Type
- Registered Investment Advisor (RIA) / wealth-management firm — not an angel/VC investment vehicle
- Sector Focus
- Financial planning, wealth management, and estate-plan implementation operations
- Geographic Focus
- United States (Southeast — the Carolinas and Florida)
- Location
- Tampa, Florida, United States
Background
Linda Kocher is an operations and client-services professional in the wealth-management industry, based in the Tampa, Florida area. According to available profiles, her career in financial services began in 1996, with earlier experience in banking at Bank of America and SunTrust, as well as work with Golden Rule Insurance/United. That combination of banking, insurance, and advisory-operations experience underpins her current back-office and client-service role.
She served as Operations Manager at Sutton Wealth Management, Inc., a Tampa-based registered investment advisory firm, which is the source of the `[hidden]` email in the stub. She subsequently moved to Cornerstone Wealth Group, LLC, a fiduciary financial-planning and wealth-management firm operating across North Carolina, South Carolina, and Florida, where she again holds the title of Operations Manager.
Kocher holds the Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning. In her role she focuses on daily operations and client services, helping clients through the implementation of their financial and estate plans — a support and process-management function rather than an investment-decision or capital-allocation role.
There is no evidence in any source that Linda Kocher makes personal angel investments, deploys seed-stage capital, or evaluates startups. The "Angel Investors / Seed Round" labeling in the source stub appears to be a data-entry or list-scraping error.
Investment Thesis & Focus
- No stated angel-investing thesis exists — Kocher is not documented as a startup investor. Her professional focus is operations and client-service delivery inside RIA firms.
- Any "investment" context around her is at the firm level: Sutton Wealth Management and Cornerstone Wealth Group provide financial planning and managed investment advisory services to individual and family clients, not venture or seed-stage funding to companies.
- Her value-add, as described by her firm profile, is implementing clients' financial and estate plans and driving operational efficiency — back-office execution, not deal sourcing or diligence.
Notable Investments
- None found. No portfolio companies, startup deals, or angel/seed investments are attributable to Linda Kocher in any public source. Treating her as an active angel investor would require fabricating a record, which the evidence does not support.
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