David J. Lin
- Role
- Managing Director and Head of Investment Research at Altair Advisers
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director and Head of Investment Research
Jun 2017 — Present
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. As Director of Investment Research, David is responsible for leading the research team’s ongoing due diligence efforts, which include identifying, evaluating, selecting, and monitoring investment managers across various asset classes and vehicle structures. The research team employs a disciplined and rigorous research process that combines both quantitative and qualitative analyses for evaluating managers in Altair’s client portfolios. He also serves on the firm’s Investment Committee, the central decision-making body, which approves recommended managers and determines tactical allocation changes.
Education
University of Illinois Urbana-Champaign
Finance
Skills
- Due Diligence
- Financial Analysis
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