Senior Vice President, Wealth Management, International Client Advisor, Alternative Investments Director, Family Wealth Director, Portfolio Management Director
Phone:
(781) 672-5132(781) 672-5132
Obsidian Tiger Group at Morgan Stanley
Direct:
(781) 672-5000(781) 672-5000
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Obsidian Tiger Group was formed by investment professionals with decades of institutional investment background and international relations. With intellectual capital and resources of a global firm, the team oversees various aspects of complex wealth management needs of international and domestic clients.
Our team collectively holds the designations of Chartered Financial Analyst, International Client Advisor, Portfolio Manager, and Alternative Investment Director, which reflect our depth of investment expertise and a global client base of significant wealth.
Our clients have roots in many parts of the world with complex and evolving legal and regulatory challenges. We engage our internal and external resources with specific expertise to simplify clients’ needs in wealth transfers, banking, charitable foundation, legacy planning, and other lifestyle considerations.
Our team collectively holds the designations of Chartered Financial Analyst, International Client Advisor, Portfolio Manager, and Alternative Investment Director, which reflect our depth of investment expertise and a global client base of significant wealth.
Our clients have roots in many parts of the world with complex and evolving legal and regulatory challenges. We engage our internal and external resources with specific expertise to simplify clients’ needs in wealth transfers, banking, charitable foundation, legacy planning, and other lifestyle considerations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 672-5000(781) 672-5000
Meet Obsidian Tiger Group
About David Lin
David is a Family Wealth Director, International Client Advisor, Portfolio Management Director and an Alternative Investment Director at Morgan Stanley Global Wealth Management in Wellesley, MA.
In his current role, he advises ultra-high net worth, cross-border individuals and families on complex wealth transfers, cross-border tax management, investment portfolio construction, and pre-liquidity and monetization strategies.
David joined Morgan Stanley Wealth Management as a seasoned investment professional with more than 15 years of institutional multi-asset research and trading experience with prominent financial institutions. He spent his early career as an Equity Analyst at Morgan Stanley in New York City advising institutional money managers and later as a multi-asset trader at a large regional investment bank in Asia.
He is fluent in Mandarin and English.
Education and Activities
• Chartered Financial Analyst designation by the CFA Institute in 2007.
• Master's degree in International Relations from Georgetown University in 2002.
• Member, CFA Institute and CFA Society of Boston.
• Family Wealth Director is an elite group of advisors (fewer than 5% of the advisor population at Morgan Stanley) who are specialized in working with families of significant wealth.
In his current role, he advises ultra-high net worth, cross-border individuals and families on complex wealth transfers, cross-border tax management, investment portfolio construction, and pre-liquidity and monetization strategies.
David joined Morgan Stanley Wealth Management as a seasoned investment professional with more than 15 years of institutional multi-asset research and trading experience with prominent financial institutions. He spent his early career as an Equity Analyst at Morgan Stanley in New York City advising institutional money managers and later as a multi-asset trader at a large regional investment bank in Asia.
He is fluent in Mandarin and English.
Education and Activities
• Chartered Financial Analyst designation by the CFA Institute in 2007.
• Master's degree in International Relations from Georgetown University in 2002.
• Member, CFA Institute and CFA Society of Boston.
• Family Wealth Director is an elite group of advisors (fewer than 5% of the advisor population at Morgan Stanley) who are specialized in working with families of significant wealth.
Securities Agent: WA, AK, NV, PA, CO, NY, FL, DC, WY, MD, HI, TX, MA, IL, CT, NJ, MI, DE, NH, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1767245
NMLS#: 1767245
Contact David Lin
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Obsidian Tiger Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
