Jeff Lin

Jeff Lin is a seasoned financial professional with a robust background in wealth advisory and investment management. Currently serving as Partner and Wealth Advisor at Corient since July 2023, Jeff previously co-founded and advised at Portola Partners from January 2020 to July 2023. Prior experience includes a role as Vice President at Brownson, Rehmus & Foxworth from July 2008 to December 2019 and as a Marketing Representative at Dell from March 2007 to June 2008. Jeff holds a Bachelor of Science degree in Biomedical Engineering from The Johns Hopkins University, where studies took place from 2004 to 2008.