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Jonathan Lin, CFA

Northern California
415 504 1172

Jonathan worked for a not-for-profit organization in Berkeley, California for three years before joining the Yuba Group in 2011. He is located in Northern California and provides general and analytical support. Jonathan has been developing the firm’s client-specific YubaTools site in addition to working on modeling and other analytical tools to support our commitment to providing an analytical framework to guide the decision-making process for clients and Boards.

Jonathan received a B.S. in Business Administration from the Haas School of Business at the University of California, Berkeley in addition to a B.A in Economics. He is also a CFA charterholder.

Municipal Advisor Licenses:
Series 50 Municipal Advisor

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