William Lin

William Lin is an accomplished investment banking professional with a diverse background in strategic advisory, capital raising, and investing. He has demonstrated expertise in leading large global teams and managing substantial assets under management (AUM). William is a CFA and CPA charterholder who has lived and worked across three continents, bringing a unique global perspective to his work.

Throughout his career, William has held key roles in prestigious organizations such as Drake Star Partners, Pickwick Capital Partners, Siebert Cisneros Shank Co., L.L.C., Deluxe Capital Management, The Cayuga Fund, Deloitte & Touche, and UBS. His experience spans across investment banking, equity analysis, portfolio management, and wealth management, showcasing his versatility and deep understanding of the financial industry.

William's educational background includes a Master of Business Administration (MBA) with a concentration in Finance from Cornell University's S.C. Johnson Graduate School of Management. He also holds a Bachelor of Arts in Economics and Accounting from Queens College, as well as a High School Diploma from Stuyvesant High School, where he excelled in math and science.

In addition to his professional endeavors, William is actively engaged in non-profit board leadership and has a keen interest in supporting profitable companies across various sectors such as industrials, consumer goods, healthcare, and ecommerce & technology. He is particularly interested in opportunities related to SaaS, business services, manufacturing & distribution, and ecommerce.

As a New York native and avid New York Mets fan, William has a strong connection to his roots. In his personal life, he is known for his talents outside the finance world, being recognized as 'the singing duelist' during his time on Stuyvesant HS's fencing team and as a tenor in the chorus, showcasing his passion for music and sports.