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

Profile Photo
Chris Palermo
Partner, Managing Director
Profile Photo
Eric Witte
Partner, Managing Director
LB
Logan Bolick
Principal & Senior Wealth Advisor
CS
Chitra Staley
Managing Director

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management