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David Lin - Email & Phone Number

Principal & Portfolio Manager/Advisor at Clifford Swan Investment Counselors

David Lin is based out of Los Angeles Metropolitan Area and works at Clifford Swan Investment Counselors as Principal & Portfolio Manager/Advisor.

David Lin's Contact Information

David Lin's Work email
d*****@cliffo***.com
Valid
Latest update
November 1, 2025
Location
Los Angeles Metropolitan Area

David's current employer

Clifford Swan Investment Counselors logo

Clifford Swan Investment Counselors

Description
Clifford Swan Investment Counselors advises individuals, families and institutions, crafting tailored strategies for wealth preservation ...
HQ Location
Pasadena, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about David Lin

What company is David Lin working for?
David Lin works for Clifford Swan Investment Counselors.
What is David Lin's function at Clifford Swan Investment Counselors?
David Lin is Principal & Portfolio Manager/Advisor at Clifford Swan Investment Counselors.
Where is David Lin based?
David Lin is based out of Los Angeles Metropolitan Area.
What is David Lin's work email address?
David Lin's professional email address is d*****@cliffo***.com
Who are David Lin's co-workers?
David Lin's colleagues are Peter Boyle, Cindy Koivu, Rick Adler, Lloyd Wong, Murcy Huang, Erica White, Daniel Mintz, Max Pray, Gretchen Lee, Kevin Cavanaugh, Kathleen Gilmore, Sharon Bachert, George Hasbun, Carlota Venegas.
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David's co-workers

Peter Boyle avatar
Peter Boyle
Chief Executive Officer
Cindy Koivu avatar
Cindy Koivu
Head Trader / Compliance Assistant
Rick Adler avatar
Rick Adler
Director
Lloyd Wong avatar
Lloyd Wong
Investment Counselor
Murcy Huang avatar
Murcy Huang
Fixed Income Portfolio Manager
Erica White avatar
Erica White
Investment Counselor, Principal
Daniel Mintz avatar
Daniel Mintz
Principal
Max Pray avatar
Max Pray
Partner
Gretchen Lee avatar
Gretchen Lee
Chief Compliance Officer
Kevin Cavanaugh avatar
Kevin Cavanaugh
Investment Counselor
Kathleen Gilmore avatar
Kathleen Gilmore
Principal
Sharon Bachert avatar
Sharon Bachert
Client Services Manager
George Hasbun avatar
George Hasbun
Investment Counselor
Carlota Venegas avatar
Carlota Venegas
Investment Counselor, CFP®, CDFA®, CRPC®
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