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David Lin Cfa
David Lin Cfa
Managing Director and Head of Investment Research | Altair Advisers
San Francisco, California, United States
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.
David Lin Cfa
Work Experience
Managing Director and Head of Investment Research at
Altair Advisers
June 2017 - Present
Grant Private Client Group - Chief Investment Officer and Head of Research at
William Blair
January 2014 - June 2017
William Blair Select: Manager Due Diligence - Senior Analyst at
William Blair
April 2008 - December 2013
Equity Research Associate (Commercial and Business Services) at
William Blair
June 2004 - March 2008
Valuation Group - Senior Consultant at
Williams Family Enterprises LLC
September 1999 - May 2004
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
*********@williamblair.com
**@altairadvisers.com
Colleagues
Associate Director
Chairman
Managing Director and Chief Client Officer
Director
Co-Founder and Managing Director
Co-Founder and Managing Director
Managing Director and Chief Investment Officer
Dean's Advisory Board Member
Managing Director, Head of Finance and Operations