Rocky Lin, CFA, is an experienced financial professional currently serving as a Board Member at Mercy Beyond Borders since January 2022 and as Managing Director at Beacon Pointe since September 2011. At Beacon Pointe, a registered investment advisory firm, Rocky Lin focuses on comprehensive financial planning and research-driven investments for institutions and high-net-worth clients. Previously, Rocky Lin held the position of President and Chief Investment Officer at Excelcia Financial Group from October 2005 to September 2011, where emphasis was placed on optimizing client portfolios for maximum returns. Additionally, Rocky Lin was a Hedge Fund Manager at Excelcia Capital Management, LLC from December 2006 to September 2010 and began a career as an Associate Financial Advisor at Williams, Howie & Associates. Rocky Lin earned a BA in Business/Economics and English from UC Santa Barbara and is a participant in the CFA Program.
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