Ken Lin

Ken works side-by-side with our Chief Investment Officer (CIO) leading the Investment Strategy Group (ISG). As an Analyst in ISG, he monitors our current model portfolios and proposes enhancements to our investment models through his research findings. He is an active member of ISG and participates in all the investment sub-committees. Ken works with our CIO to prepare our investment outlook presentation on a quarterly basis and webinars year-round. His focus on data driven results and analytical mindset is undeniably valuable to ISG and Coldstream as a whole.

Ken graduated from Seattle University with a Bachelor of Business Administration degree in finance. Prior to Coldstream, Ken completed various internships with exposure ranging from corporate finance/accounting to financial operations and portfolio management/advisory at RIAs, most recently, at Empirical Wealth Management. Ken holds his FINRA Series 65 license.

MOST TREASURED THING I OWN

A picture of my grandparents. It’s a simple reminder that at the end of the day, relationships and the people we share our lives with matter most. No accomplishment or material thing compares to the impact of family and the values they’ve passed down to me.

ONE PIECE OF ADVICE

“Life is to die young as late as possible” – Ashley Montagu

HOBBIES

Outside of work, you’ll usually find me at the gym or at a Texas Hold’em table being one of the more chatty players. For my ears, I enjoy music across the spectrum—from country to EDM, with a special place for ’80s classics. I also like trying new recipes whenever I can; I’m definitely more of a foodie than a pro chef, though I do lean toward being the group’s go-to grill master.