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Felix T. Lin, CFA, Managing DirectorFelix is responsible for servicing and consulting to Beacon Pointe's institutional clients. Prior to joining Beacon Pointe Advisors, Felix was a Vice President at Canterbury Consulting. Prior to that, Felix was a member of the client service and consulting team for Wilshire Associates' institutional fund management and investment consulting tool, the Wilshire Compass. At Wilshire, Felix worked with the investment committees of large defined benefit, endowment, foundation, and corporate plans on asset allocation and investment manager analysis. Felix has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles as well as the CFA Institute. Felix graduated from the University of California Los Angeles with a B.A. and received his M.B.A. from the University of Southern California Marshall School of Business. |
