CLEVELAND, OH – Cleveland Private Trust Company is pleased to announce the appointment of Linda Olejko, CFP®, CEPA, as its new Chief Executive Officer. With more than 25 years of experience advising high-net worth individuals and families, Linda brings a proven track record of leadership grounded in integrity, deep listening, and strategic execution.
Linda has built her career guiding clients through some of life’s most pivotal transitions-selling a business, navigating divorce, entering retirement, or planning a family legacy. She is known for her ability to align complex financial needs with clients’ personal values, ensuring a seamless, long-term strategy tailored to each generation’s evolving priorities.
“ Clients today want more than performance-they want clarity, confidence, and a relationship built on trust,” said Olejko. “At Cleveland Private Trust, our mission is to provide a client experience that evolves in lockstep with the generations we serve.”
Her work includes:
– Succession Planning for Business Owners: Helping owners understand and implement exit strategies that address personal retirement goals, family involvement, estate structures, and employee retention, avoiding the post-sale dissatisfaction that affects 75% of owners due to poor planning.
– Family Legacy & Office Advisory: Partnering with significant families and outsourced family offices to design multi-generational legacy strategies that integrate investment, estate, and philanthropic planning.
– Life Event Navigation: Offering clear guidance during divorce, retirement, or liquidity events-delivering
As CEO, Linda will focus on expanding the firm’s reach through an accelerated strategic growth initiative, designed to not only strengthen Cleveland Private Trust’s presence in the market but to foster new opportunities across the Milstein affiliate network and Emigrant Bank.
Her leadership philosophy-listen first, evaluate with insight, act with integrity-will guide the firm’s strategy,team culture, and client partnerships.
“ Linda understands the heart of this community and the needs of families navigating change,” said Carol Hoover,long-time board member of Cleveland Private Trust Company. “Her empathy, strategic thinking, and track record of success make her the ideal leader for this next chapter. I am confident she will lead the firm with integrity and vision.”
“ Linda Olejko brings the perfect blend of strategic vision and personal commitment to clients that we value across our companies,” said Howard Milstein, Chairman of Emigrant Bank. “Her appointment at Cleveland Private Trust reflects our shared belief in relationship-driven wealth management and long-term growth across the Milstein network.”
Cleveland Private Trust Company offers fiduciary services, customized investment management solutions, and bespoke wealth advisory services for a select group of families and institutions. Under Linda’s leadership, the firm is poised to deepen its role as a trusted advisor to families across major life stages, delivering value that endures.