David Y. Lin, CFA

Investment Counselor

(626) 792-2228  

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)
Board of Directors, Foothill Family
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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