Felix Lin, CFA
Senior Advisor, Institutional Consulting
Felix has been with Beacon Pointe Advisors since its inception and is a founding partner. He is responsible for overseeing Beacon Pointe’s Institutional Consulting Services Group and providing consulting services to institutional clients. As a consultant, his responsibilities include asset allocation, investment manager structure, and investment manager due diligence and evaluation. Felix is also a member of the Beacon Pointe Investment Committee and its specialized Alternative Investments Sub-Committee. Prior to joining Beacon Pointe Advisors, Felix was Vice President at Canterbury Consulting. He began his investment consulting career as a member of the client service and consulting team for Wilshire Associates’ institutional fund management tool, the Wilshire Compass. Felix is a regularly featured speaker and panelist across a wide array of industry and client-focused event platforms, including the California State University Auxiliary Organizations Association Conference and the University of California, Irvine Paul Merage School of Business MBA investment management class, among others. Felix was an Eagle Scout, graduated from the University of California, Los Angeles, and received his MBA from the University of Southern California Marshall School of Business. Felix is also a dedicated member of his community volunteering his time and expertise to many organizations, currently serving the Free Wheelchair Mission. He previously served as the Investment Chair for the Goodwill of Orange County and was a member of the Humane Society of Silicon Valley Finance Committee. Felix has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Los Angeles.