Alan Lin, CIMA®
Defined Contribution Specialist

Alan Lin is a defined contribution specialist for Marquette Associates and has six years of investment experience. He joined the firm in 2025 and actively supports Marquette’s DC practice, collaborating with consultants and research team members to develop guidance on fiduciary best practices, investment research including target date funds and retirement income, plan design, recordkeeper evaluation, and participant engagement, among other topics. He is a member of the firm’s defined contribution committee.

Prior to joining Marquette, Alan was a vice president in business development for AOG Institutional Fund. He previously was an internal wealth specialist at Capital Group.

Alan holds a B.A. in economics with a minor in business from the University of Illinois at Urbana-Champaign. He is a Certified Investment Management Analyst (CIMA®) certificant and a member of the Investments and Wealth Institute. He also earned the Sustainable Investing Certificate from CFA Institute.

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