Richard Lin
Directeur de Recherche - Fxd Inc chez Clearwater Advisors LLC
Profil
Mr. Richard Lin, CFA MBA, is a Head of Research at Clearwater Advisors LLC.
He joined the firm in October 2014.
He is responsible for fundamental analysis, assessing credit ratings, and identifying relative value opportunities.
He is a generalist with particular focus on investment grade issuers.
He has extensive experience in fixed income.
Prior to joining Clearwater Advisors, Mr. Lin worked on valuation, modeling, and regulation related to structured products and municipal securities at KPMG LLP.
Mr. Lin is a CFA Charterholder and received an MBA from UCLA Anderson and a BA in Business Economics from UCLA.
Postes actifs de Richard Lin
| Sociétés | Poste | Début |
|---|---|---|
Clearwater Advisors LLC
 Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | Directeur de Recherche - Fxd Inc | - |
Formation de Richard Lin
| University of California | Masters Business Admin |
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| Entreprise privées | 1 |
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Clearwater Advisors LLC
Clearwater Advisors LLC Investment ManagersFinance Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. | Finance |
