March 19, 2024

We are very pleased to announce that David Lin has been named Chief Investment Officer. In this role, he oversees the firm’s equities, fixed income, and alternatives teams and sets the overall investment strategy using a long-term fundamentals-based approach.

David joined the firm in 2018 as an investment counselor. Of David, CEO Peter Boyle shared, “I am impressed by his passion, articulated dedication, and vision for advancing both the quality and breadth of our offerings, not only within investments but across the firm as a whole.” As a member of the senior management team, David will play a crucial role in shaping the strategic direction of the firm for many years to come.

Please join us in congratulating David!

David Lin - Formal - Edits - Cropped for Website - v4-01
David Y. Lin, CFA

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