Jeff Lin, CFA, MBA

Portfolio Manager

Jeff Lin serves as a Portfolio Manager within the firm providing investment management expertise to WaterOak Advisors.  Jeff specializes in analysis, construction and day to day oversight of client portfolios.  Jeff also serves as Portfolio Manager for the WOA All Asset Mutual Fund.

Prior to joining WaterOak, Jeff was a Senior Analyst within BNY Mellon’s Institutional Asset Servicing group. Additionally, Jeff served as a Hedge Fund Accountant for Citco Fund Services.

Jeff was born in Taiwan and moved to Central Florida when he was 11 years old.  He speaks fluent Mandarin and currently resides in Oviedo, FL.

COMMITTEE MEMBERSHIP

  • Investment Committee

EDUCATION & DESIGNATIONS

  • MBA from Rollins College
  • B.A. in Business Administration from the University of Florida
  • CHARTERED FINANCIAL ANALYST® (CFA)

ADDITIONAL INFORMATION

  • Member of the CFA Institute
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