David Y. Lin, CFA

Investment Counselor

David joined the firm in 2018. He advises institutions, individuals and families, managing portfolios targeted to help them meet their financial goals. His experience in evaluating developed, emerging, and frontier markets contributes a unique perspective to the firm’s investment discussions. 

Prior to joining Clifford Swan, David managed Clear Shore Group, a boutique investment advisory firm. As portfolio manager, he used fundamental analysis to find compelling long-term opportunities in international markets. In his work with families, he developed a strong appreciation for the role of financial planning and asset allocation in achieving client objectives. Previously, David served institutional clients as a managing director and global equities portfolio manager at Lombardia Capital Partners in Pasadena. 

David graduated from Claremont McKenna College in 2004 with a Bachelor of Arts in Philosophy, Politics, and Economics. He received a Master of Business Administration from Columbia Business School in 2010, graduating from the value investing program. David is a Chartered Financial Analyst (CFA) charterholder.

Diamond

“My work gives me an overwhelming sense of purpose. And that’s to devote myself to clients and this community.”

AFFILIATIONS

The Association of Asian American Investment Managers (AAAIM)
CFA Society of Los Angeles
CFA Institute
Columbia Alumni Association of Southern California
Columbia Business School Alumni Club of Los Angeles

EDUCATION

Claremont McKenna College, Bachelor of Arts in Philosophy, Politics, and Economics, 2004
Columbia Business School, Master of Business Administration, 2010

CERTIFICATIONS

Chartered Financial Analyst, 2010

LANGUAGES

Mandarin

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