CoverProfile

Felix Lin

Senior Advisor, Institutional Consulting

Beacon Pointe Advisors

United States, California, Newport Beach

About Me

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

View more

Profile Information

Senior Advisor, Institutional Consulting

Beacon Pointe Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

May 24, 2025

More profiles to browse

AR
Andrew Reinhardt
Managing Director & Partner
Profile Photo
Mike Breller
Managing Director, Institutional Consulting
WB
Walter Bond
Partner, Managing Director
SM
Stephen Marshall
Director of Asset Allocation, Investment Research team

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC