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

Felix Lin
Senior Advisor, Institutional Consulting
Beacon Pointe Advisors
United States, California, Newport Beach
About Me
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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