David Lin
Director of Research - Equity at Altair Advisers LLC
Profile
Mr. David J.
Lin, CFA, is a Managing Director & Head of Investment Research at Altair Advisers LLC.
He is responsible for leading the research team’s manager due diligence efforts and guiding the firm’s investment strategy in conjunction with the Chief Investment Officer.
He also serves on Altair’s Investment Committee, the firm’s central decision-making body.
Prior to joining Altair, Mr. Lin held various positions at William Blair, a global investment banking and asset management firm headquartered in Chicago.
He began his career at William Blair in 2004 as a sell-side Equity Research Analyst, providing coverage on companies in the commercial, business, and information services sectors.
In 2008, he served as a Senior Research Analyst in William Blair Select, the firm’s open architecture group, and was responsible for leading investment manager searches and monitoring current investment managers as part of Select’s due diligence process.
In 2014, he became the Chief Investment Officer of the Grant Private Client Group within the private wealth management department of William Blair.
He was responsible for manager due diligence, manager selection and monitoring, and portfolio asset allocation, servicing approximately 120 high-net-worth individuals and families with a total of near $1 billion in assets.
Prior to joining William Blair, Mr. Lin was a Senior Consultant in Deloitte’s Financial Advisory Services practice.
He provided specialized consulting and appraisal services to determine the value of closely-held business enterprises, restricted securities in public corporation and intangible assets in connection with internal management forecasts, taxation planning, bankruptcies and mergers and acquisitions.
He graduated with honors from the University of Illinois at Urbana-Champaign with a bachelor’s degree in finance.
He is a CFA charterholder and a member of the CFA Society of Chicago.
David Lin active positions
Companies | Position | Start |
---|---|---|
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Director of Research - Equity | 2017-05-31 |
Former positions of David Lin
Companies | Position | End |
---|---|---|
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Equity | 2008-02-28 |
Training of David Lin
University of Illinois At Urbana–Champaign | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Finance |
- Stock Market
- Insiders
- David Lin