Richard Lin

Director of Research - Fxd Inc at Clearwater Advisors LLC

Finance

Consumer Services

Profile

Mr. Richard Lin, CFA MBA, is a Head of Research at Clearwater Advisors LLC.
He joined the firm in October 2014.
He is responsible for fundamental analysis, assessing credit ratings, and identifying relative value opportunities.
He is a generalist with particular focus on investment grade issuers.
He has extensive experience in fixed income.
Prior to joining Clearwater Advisors, Mr. Lin worked on valuation, modeling, and regulation related to structured products and municipal securities at KPMG LLP.
Mr. Lin is a CFA Charterholder and received an MBA from UCLA Anderson and a BA in Business Economics from UCLA.

Richard Lin active positions

Companies	Position	Start
Clearwater Advisors LLC Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.	Director of Research - Fxd Inc	-

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Training of Richard Lin

University of California

Masters Business Admin

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Private companies	1
Clearwater Advisors LLC Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.	Finance