David Y. Lin, CFA

Chief Investment Officer, Principal

(626) 792-2228  

David has served as Chief Investment Officer since 2024. 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.

As an investment counselor, David advises institutions and individuals on their investment needs, building portfolios tailored to their financial goals. Prior to joining Clifford Swan in 2018, he managed U.S. and international strategies for institutions, bringing a global perspective to the firm’s investment approach.

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


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


Board of Directors, Foothill Family
Investment Committee, Pasadena Community Foundation
Industry Instructor, UCLA Benjamin Graham Value Investing Program
Advisory Board, California State University, Fullerton - Titan Capital Management

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

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