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David Lin Cfa

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David Lin Cfa

Managing Director and Head of Investment Research | Altair Advisers

San Francisco, California, United States

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David Lin Cfa

Summary

David Lin is an accomplished finance professional with extensive experience in investment research and portfolio management. As the Managing Director and Head of Investment Research at Altair Advisers, he leads a dedicated team in conducting rigorous due diligence to optimize client portfolios. His previous role as Chief Investment Officer at William Blair highlights his expertise in evaluating investment managers across diverse asset classes. David's career spans over two decades, showcasing his commitment to delivering objective financial advice and comprehensive guidance. He holds a degree in Finance from the University of Illinois at Urbana-Champaign, which has laid the foundation for his analytical approach to investment strategies. His strategic insights and leadership have made significant impacts in the firms he has worked with, particularly in enhancing client investment outcomes. David's deep understanding of the financial landscape and commitment to fiduciary responsibility set him apart in the wealth advisory industry.

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David Lin Cfa

Work Experience

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Managing Director and Head of Investment Research at

Altair Advisers

June 2017 - Present

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Grant Private Client Group - Chief Investment Officer and Head of Research at

William Blair

January 2014 - June 2017

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William Blair Select: Manager Due Diligence - Senior Analyst at

William Blair

April 2008 - December 2013

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Equity Research Associate (Commercial and Business Services) at

William Blair

June 2004 - March 2008

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Valuation Group - Senior Consultant at

Williams Family Enterprises LLC

September 1999 - May 2004

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David Lin Cfa

Education

Frequently Asked Questions about David Lin Cfa

What is David Lin Cfa email address?

David Lin Cfa's primary email address is *********@williamblair.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does David Lin Cfa work for?

David Lin Cfa is a Managing Director and Head of Investment Research at Altair Advisers, a company specializing in Security brokers & dealers.

Where David Lin Cfa graduated from?

David Lin Cfa holds a degree in from University of Illinois Urbana-Champaign.

How can I directly contact David Lin Cfa?

To contact David Lin Cfa directly, you can use the email address *********@williamblair.com. Complete contact information is available upon registration with Muraena.

Who is David Lin Cfa?

David Lin is an accomplished finance professional with extensive experience in investment research and portfolio management. As the Managing Director and Head of Investment Research at Altair Advisers, he leads a dedicated team in conducting rigorous due diligence to optimize client portfolios. His previous role as Chief Investment Officer at William Blair highlights his expertise in evaluating investment managers across diverse asset classes. David's career spans over two decades, showcasing his commitment to delivering objective financial advice and comprehensive guidance. He holds a degree in Finance from the University of Illinois at Urbana-Champaign, which has laid the foundation for his analytical approach to investment strategies. His strategic insights and leadership have made significant impacts in the firms he has worked with, particularly in enhancing client investment outcomes. David's deep understanding of the financial landscape and commitment to fiduciary responsibility set him apart in the wealth advisory industry.

David`s contact details

mail

*********@williamblair.com

**@altairadvisers.com

Colleagues

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Tim French

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Co-Founder and Managing Director

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Richard Black Jd Cfp

Co-Founder and Managing Director

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Cfa Jason Laurie Cfp

Managing Director and Chief Investment Officer

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Michael Murray Cfa Cfp Caia

Dean's Advisory Board Member

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Allison Labelle Diliberto

Managing Director, Head of Finance and Operations

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