Ray Lin
Portfolio Manager-Equities at Fuller & Thaler Asset Management, Inc.
Profile
Mr. Raymond D.
Lin, CFA MBA, is a Partner & Portfolio Manager at Fuller & Thaler Asset Management, Inc. He is responsible for managing Fuller & Thaler's domestic equity strategies.
He has been with the firm since 2006 and has been in the industry since 1988.
Mr. Lin is an owner of the firm and a member of the Board of Directors.
While at Fuller & Thaler, Mr. Lin has been instrumental in developing and implementing additional risk management methodologies to improve the portfolio construction and monitoring process.
Prior to joining the firm, he was a Portfolio Manager for a long-short equity fund at Tricera Capital.
He previously was a currency options trader at JP Morgan.
He received his BS in Computer Science from the University of Michigan and his MBA and MA from the University of California, Berkeley.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Ray Lin active positions
| Companies | Position | Start |
|---|---|---|
Fuller & Thaler Asset Management, Inc.
 Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Portfolio Manager-Equities | 2005-12-31 |
Former positions of Ray Lin
| Companies | Position | End |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | - |
Sit Investment Associates, Inc.
 Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Portfolio Manager-Equities | - |
Training of Ray Lin
| University of Michigan | Undergraduate Degree |
| University of California, Berkeley | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Finance |
Sit Investment Associates, Inc.
Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
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