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

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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

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