Profil
Mr. Felix T.
Lin, CFA MBA, is a Senior Advisor & Institutional Consulting Services at Beacon Pointe Advisors LLC.
He has been with the firm since its inception February 2002 as a founding partner.
He is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group.
In addition, he is a member of the Beacon Pointe Investment Committee.
Prior to joining Beacon Pointe, Mr. Lin was Vice President at Canterbury Consulting.
As a consultant, his responsibilities included asset allocation, investment manager structure, and investment manager due diligence and evaluation.
He began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass.
His clients included large endowments and foundations, corporate, insurance, and defined benefit plans.
He previously served as an Investment Chair for the Goodwill of Orange County and serves as an Ambassador for Free Wheelchair Mission.
Mr. Lin was an Eagle Scout, graduated from the University of California, Los Angeles with a BA, and received his MBA from the University of Southern California Marshall School of Business.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.
Postes actifs de Felix Lin
| Sociétés | Poste | Début |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Founder | 01/02/2002 |
Anciens postes connus de Felix Lin
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | - |
Canterbury Consulting, Inc.
 Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Corporate Officer/Principal | - |
Formation de Felix Lin
| University of Southern California | Masters Business Admin |
| University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Canterbury Consulting, Inc.
Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Finance |
