Founder - President
David Lin, the esteemed founder and president of Preferred Partners, boasts an illustrious career spanning four decades in the finance industry. With unparalleled expertise and a relentless commitment to excellence, David has solidified his reputation as a visionary leader and trusted advisor in the world of wealth management.
David's journey in finance began with a passion for creating value and empowering others to achieve financial success. Over the course of his esteemed career, he has held pivotal roles at top-tier financial institutions, where he honed his skills in portfolio management, risk analysis, and strategic planning.
Driven by his unwavering dedication to client satisfaction and his innate ability to navigate complex market dynamics, David founded Preferred Partners with a singular vision: to provide unparalleled financial guidance and support to clients worldwide. Under his visionary leadership, Preferred Partners has become synonymous with integrity, transparency, and client-focused service.
Beyond his professional achievements, David is deeply committed to making a positive impact on society through his philanthropic endeavors. He is actively involved in various charitable initiatives and organizations, leveraging his resources and expertise to support causes that are close to his heart. As a supporter of organizations like the National Taiwan University (NTU) and the CMU Children's Hospital, he is also an advocate for organizations that contribute to the development and advancement of the community.
Whether it's providing financial support to underserved communities, funding educational programs, or championing environmental conservation efforts, David's philanthropic work exemplifies his belief in the power of giving back and making a meaningful difference in the world.
As a leader, mentor, and philanthropist, David Lin continues to inspire and empower others to reach their fullest potential, both in their financial pursuits and in their efforts to make a positive impact on the world. With his unwavering commitment to excellence and his compassionate spirit, David is a beacon of hope and inspiration in the finance industry and beyond.
Managing Partner
Steve Paulson, the Managing Partner of Client Development at Preferred Partners, brings two decades of unparalleled expertise in finance to his role. With a focus on European and South African clients, Steve has cultivated a reputation for excellence in client service and strategic wealth management.
Steve's journey in finance began with a passion for creating value and fostering strong relationships with clients. Over the years, he has held key roles at various financial institutions, where he honed his skills in portfolio management, risk assessment, and investment strategy development.
As Managing Partner of Client Development at Preferred Partners, Steve is dedicated to delivering personalized and innovative solutions that meet the unique needs and objectives of each client. His client-centric approach, combined with his deep understanding of global markets, has earned him the trust and loyalty of clients across Europe and South Africa.
Beyond his professional achievements, Steve is deeply committed to making a positive impact through his philanthropic endeavors. He is actively involved in hedge fund charity work, leveraging his expertise and resources to support causes that are close to his heart.
Whether it's providing financial support to charitable organizations, volunteering his time and expertise, or advocating for social and environmental causes, Steve's philanthropic work reflects his belief in the power of giving back and making a meaningful difference in the world.
Steve's dedication to philanthropy extends beyond traditional charity work; he is also involved in initiatives aimed at promoting financial literacy and empowering individuals and communities to achieve financial independence.
As a leader, mentor, and philanthropist, Steve Paulson continues to inspire others to reach their fullest potential, both in their financial pursuits and in their efforts to create positive change in the world. With his unwavering commitment to excellence and his compassionate spirit, Steve is a driving force for good in the finance industry and beyond.
Chief Executive Officer
Michael Reed, the CEO of Preferred Partners, is a visionary leader with over 25 years of experience in the finance industry. With a proven track record of success and a deep commitment to excellence, Michael is responsible for guiding the organization's overall growth and development processes.
Michael's journey in finance began with a passion for driving innovation and delivering value to clients. Over the course of his illustrious career, he has held various leadership roles at top-tier financial institutions, where he honed his skills in strategic planning, risk management, and business development.
As CEO of Preferred Partners, Michael leverages his extensive experience and strategic vision to position the firm for sustained growth and success. He is committed to fostering a culture of excellence and innovation, empowering employees to achieve their fullest potential and delivering superior results for clients.
Beyond his professional accomplishments, Michael is deeply committed to making a positive impact through his philanthropic endeavors. He is actively involved in hedge fund charity work, using his platform and resources to support causes that are close to his heart.
Whether it's providing financial support to charitable organizations, volunteering his time and expertise, or advocating for social and environmental causes, Michael's philanthropic work reflects his belief in the power of giving back and making a meaningful difference in the world.
Michael's dedication to philanthropy extends beyond traditional charity work; he is also involved in initiatives aimed at promoting financial literacy and empowering individuals and communities to achieve financial independence.
As a leader, mentor, and philanthropist, Michael Reed continues to inspire others to reach their fullest potential, both in their professional pursuits and in their efforts to create positive change in the world. With his unwavering commitment to excellence and his compassionate spirit, Michael is a driving force for good in the finance industry and beyond.
Chief Operations Officer
Kevin assists the CEO of Preferred Partners in his capacity as chief operating officer by formulating, communicating, and implementing the organization's strategic priorities. Kevin strives to ensure that decisions concerning prospective opportunities are consistent with the organization's overarching enterprise objectives. Under the direction of the firm's Corporate Development and Strategy team, Kevin actively participates in the annual evaluation of over two hundred acquisition opportunities as part of this endeavor.
Kevin is responsible, as a member of the firm's executive committee, for integrating back-office operations in order to assist the firm's client-facing wealth advisors across the nation. Before assuming his present position, he served as the firm's chief compliance officer and director of staff, respectively.
Kevin advocates for initiatives aimed at fostering an inclusive culture within the firm, in accordance with the firm's core values of belonging and compassion. He highly regards colleagues for the distinct viewpoints they provide, which enrich our client-centric, individualized methodology towards wealth management.
Chief Financial Officer
Gabriel Schmidt, the Chief Financial Officer (CFO) of Preferred Partners, is a strategic leader with over 15 years of experience in the finance industry. With a proven track record of success and a keen eye for financial strategy, Gabriel is responsible for providing strategic direction and ensuring the financial health and stability of the organization.
Gabriel's journey in finance began with a passion for numbers and a drive to excel in the field. Over the course of his career, he has held various finance and accounting roles at leading financial institutions, where he honed his skills in financial analysis, budgeting, and forecasting.
As CFO of Preferred Partners, Gabriel plays a critical role in shaping the firm's financial strategy and driving growth and profitability. He is committed to implementing sound financial practices and policies that support the organization's long-term goals and objectives.
Beyond his professional responsibilities, Gabriel is deeply committed to giving back to his community through his philanthropic endeavors. He is actively involved in hedge fund charity work, using his financial expertise and resources to support causes that are important to him.
Whether it's providing financial support to charitable organizations, volunteering his time and expertise, or advocating for social and environmental causes, Gabriel's philanthropic work reflects his belief in the power of giving back and making a positive impact in the world.
Gabriel's dedication to philanthropy extends beyond traditional charity work; he is also involved in initiatives aimed at promoting financial literacy and empowering individuals and communities to achieve financial independence.
As a leader, mentor, and philanthropist, Gabriel Schmidt continues to inspire others to reach their fullest potential, both in their professional pursuits and in their efforts to create positive change in the world. With his unwavering commitment to excellence and his compassionate spirit, Gabriel is a driving force for good in the finance industry and beyond.
Chief Compliance Officer
Jacob Peterson, the Chief Compliance Officer (CCO) at Preferred Partners, is a seasoned professional with 16 years of experience in the field of compliance. Tasked with further developing the firm's compliance program, Jacob plays a pivotal role in ensuring that Preferred Partners operates within the bounds of regulatory requirements and ethical standards as it pursues its expansion goals.
Jacob's career in compliance began with a strong commitment to upholding integrity and transparency in the financial industry. Over the years, he has amassed a wealth of knowledge and expertise in regulatory compliance, risk management, and corporate governance.
As the CCO of Preferred Partners, Jacob leverages his extensive experience to implement robust compliance policies and procedures that align with the firm's growth objectives. He is dedicated to fostering a culture of compliance throughout the organization, ensuring that employees understand and adhere to applicable laws and regulations.
Jacob's proactive approach to compliance management enables Preferred Partners to navigate complex regulatory landscapes with confidence and agility. He works closely with senior leadership and regulatory authorities to address emerging compliance challenges and proactively mitigate risks.
Beyond his professional responsibilities, Jacob is committed to giving back to his community through his philanthropic endeavors. He actively supports initiatives aimed at promoting financial literacy and empowering individuals to make informed financial decisions.
Jacob's dedication to compliance excellence and his passion for giving back make him a trusted leader and role model in the finance industry. With his unwavering commitment to integrity and his proven track record of success, Jacob Peterson continues to drive Preferred Partners towards its expansion goals while upholding the highest standards of compliance and ethical conduct.
Chief Trader
James Baker, Chief Trader at Preferred Partners, is a seasoned financial expert with a rich and dynamic career spanning 17 years in the industry. With a comprehensive understanding of global markets and a proven track record of success, James brings a wealth of expertise and leadership to his role.
James's journey in finance commenced at HSBC in London, where he quickly established himself as a rising star in the trading world. His exceptional analytical skills and strategic insight propelled him into increasingly senior positions within the organization, culminating in a pivotal role at the bank's headquarters in Hong Kong.
During his tenure at HSBC, James navigated diverse market conditions with finesse, leveraging his deep understanding of financial instruments and macroeconomic trends to drive profitability and manage risk effectively. His ability to execute trades with precision and agility earned him a reputation as a trusted and reliable trader among colleagues and clients alike.
James's reputation for excellence and his track record of success caught the attention of Preferred Partners, who recognized his exceptional talent and leadership potential. Headhunted for his expertise, James joined Preferred Partners with a mandate to enhance the firm's trading capabilities and drive performance across its investment portfolios.
As Chief Trader at Preferred Partners, James oversees the firm's trading activities, implementing innovative strategies to capitalize on market opportunities and optimize portfolio performance. His strategic vision and disciplined approach to risk management are instrumental in navigating today's complex and volatile financial landscape, ensuring that clients' investment objectives are met with precision and efficiency.
Beyond his professional achievements, James is deeply committed to continuous learning and development, staying abreast of emerging trends and technologies in the financial industry. He holds a Bachelor's degree in Finance from University of London and has pursued advanced certifications in trading and risk management, further solidifying his expertise in the field.
With his unwavering dedication to excellence and his proven ability to deliver results, James Baker continues to be a driving force in the world of finance, inspiring others with his leadership, vision, and commitment to achieving superior outcomes for clients and stakeholders alike.
Senior Portfolio Manager
John Davidson, Senior Portfolio Manager at Preferred Partners, is a seasoned financial expert with a rich background spanning 16 years in the industry. Born to an English mother and Dutch father, John brings a unique blend of cultural perspectives and global insights to his role, enriching his approach to portfolio management.
John's journey in finance began at BlueBay Asset Manager, where he quickly distinguished himself as a rising star in the field. His innate talent for analyzing market trends and crafting innovative investment strategies caught the attention of industry leaders, propelling him into increasingly senior roles within the organization.
During his tenure at BlueBay, John demonstrated a remarkable ability to navigate complex financial landscapes and deliver superior returns for clients across diverse asset classes. His strategic vision and disciplined approach to risk management earned him a reputation as a trusted advisor, guiding clients through turbulent market conditions with confidence and agility.
John's exceptional track record at BlueBay ultimately led to his recruitment by Preferred Partners, where he now serves as a key member of the portfolio management team. His extensive experience and proven expertise make him a valuable asset to the firm, as he works tirelessly to maximize returns and mitigate risk for clients seeking to achieve their financial goals.
Beyond his professional achievements, John is deeply committed to continuous learning and personal growth. He holds a Bachelor's degree in Finance from Imperial College London and has pursued advanced certifications in investment management, further enhancing his skills and knowledge in the field.
Outside of the office, John is an avid traveler and outdoor enthusiast, often seeking adventure in remote corners of the globe. His global perspective and adventurous spirit infuse his approach to portfolio management, driving him to explore new opportunities and uncover hidden gems in the market.
Senior Portfolio Manager
Claudia Wong, Senior Portfolio Manager at Preferred Partners, epitomizes the fusion of talent, experience, and resilience in the financial world. With a decade-long career in finance, Claudia brings a wealth of expertise and a unique cultural perspective to her role, having been born and raised in Singapore.
Claudia's journey in finance began at HSBC, where she quickly rose through the ranks, showcasing her exceptional analytical skills and innate understanding of market dynamics. Her tenure at HSBC was marked by a series of accomplishments, including the successful management of multi-million-dollar portfolios and the establishment of strong client relationships built on trust and integrity.
Her ability to balance her professional commitments with her personal life is a testament to her strength of character and unwavering dedication to excellence. The responsibilities of raising her son as a single mother, Claudia's determination and resilience remained unwavering.
Claudia's reputation as a top-tier portfolio manager caught the attention of Preferred Partners, who headhunted her for a key role within their organization. Recognizing her proven track record of success and her ability to thrive in dynamic and demanding environments, Preferred Partners welcomed Claudia with open arms, knowing that she would be an invaluable asset to their team.
As Senior Portfolio Manager at Preferred Partners, Claudia leverages her diverse background and extensive experience to deliver tailored investment solutions that meet the unique needs and objectives of each client. Her deep understanding of global markets, coupled with her strategic insight and meticulous attention to detail, enables her to navigate complex financial landscapes with confidence and precision.
Outside of the office, Claudia is an active member of her community, volunteering her time and resources to support various charitable causes. She believes in giving back to society and making a positive impact on the world around her, embodying the values of integrity, compassion, and resilience in everything she does.
With her unwavering commitment to excellence and her passion for empowering clients to achieve their financial goals, Claudia Wong continues to be a driving force in the world of finance, inspiring others with her leadership, determination, and unwavering dedication to success.
Senior Portfolio Manager
Charlie Goodman, a Senior Portfolio Manager at Preferred Partners, brings over 15 years of extensive financial expertise and a steadfast commitment to delivering exceptional results to his role. Hailing from the United States, Charlie's career in finance has been marked by a series of notable achievements and a relentless pursuit of excellence.
Charlie's journey in finance commenced at Bank of America, where he quickly distinguished himself as a talented and resourceful professional. Throughout his tenure at one of the world's largest financial institutions, Charlie honed his skills in portfolio management, risk analysis, and investment strategy development, earning the trust and confidence of clients and colleagues alike.
At Bank of America, Charlie managed portfolios for a diverse range of clients, from high-net-worth individuals to institutional investors, navigating complex market dynamics with skill and precision. His ability to identify market opportunities and mitigate risks proved instrumental in driving performance and delivering superior returns for his clients.
Charlie's exceptional track record and proven leadership caught the attention of Preferred Partners, who recognized his expertise and strategic vision as invaluable assets to their team. Headhunted for his talent, Charlie joined Preferred Partners with a mandate to enhance the firm's portfolio management capabilities and drive value for clients seeking to achieve their financial goals.
As Senior Portfolio Manager at Preferred Partners, Charlie leverages his deep understanding of financial markets and his innovative approach to investment management to develop customized solutions that align with each client's unique objectives and risk tolerance. His commitment to excellence and client satisfaction sets him apart as a trusted advisor and partner in wealth management.
Beyond his professional accomplishments, Charlie is passionate about giving back to his community and supporting causes that make a positive impact on society. He believes in the importance of responsible investing and ethical stewardship, embodying the values of integrity, transparency, and social responsibility in both his personal and professional endeavors.
With his unwavering dedication to excellence and his proven ability to deliver results, Charlie Goodman continues to be a driving force in the world of finance, inspiring others with his leadership, vision, and commitment to creating value for clients and communities alike.
Senior Portfolio Manager
Robert Mills, Senior Portfolio Manager at Preferred Partners, is a seasoned financial professional with a diverse background and a wealth of experience in the industry. With a career spanning 12 years, Robert has honed his expertise in portfolio management, risk analysis, and investment strategy development, earning a reputation for excellence and integrity among clients and colleagues alike.
Robert's journey in finance began in South Africa, where he held key positions at First National Bank and Investec, two of the country's leading financial institutions. During his tenure at these firms, Robert demonstrated a keen understanding of market dynamics and a talent for generating alpha across a range of asset classes.
At First National Bank, Robert gained invaluable experience managing portfolios for high-net-worth individuals and institutional clients, navigating complex market environments with skill and precision. His ability to identify emerging opportunities and mitigate risks proved instrumental in driving performance and delivering superior returns for his clients.
Robert's reputation for excellence caught the attention of Preferred Partners, who recognized his proven track record and leadership potential. Headhunted for his expertise, Robert joined Preferred Partners with a mandate to enhance the firm's portfolio management capabilities and deliver value for clients seeking to achieve their financial goals.
As Senior Portfolio Manager at Preferred Partners, Robert leverages his extensive experience and global perspective to develop customized investment solutions tailored to each client's unique needs and objectives. His disciplined approach to risk management, coupled with his commitment to client service and transparency, sets him apart as a trusted advisor in wealth management.
Beyond his professional achievements, Robert is passionate about giving back to his community and supporting causes that make a positive impact on society. He believes in the importance of responsible investing and ethical stewardship, embodying the values of integrity, accountability, and social responsibility in both his personal and professional life.
With his unwavering dedication to excellence and his proven track record of success, Robert Mills continues to be a driving force in the world of finance, inspiring others with his leadership, vision, and commitment to creating value for clients and communities alike.
Senior Portfolio Manager
Barry Andrews, Senior Portfolio Manager at Preferred Partners, is a seasoned financial veteran with an illustrious career spanning two decades in the industry. With a wealth of experience and a track record of success, Barry brings a depth of knowledge and expertise to his role that is unmatched in the field.
Barry's journey in finance began at Barclays Bank, where he quickly distinguished himself as a top performer, rising through the ranks to assume increasingly senior positions within the organization. During his tenure at Barclays, Barry honed his skills in portfolio management, risk analysis, and investment strategy development, earning the respect and admiration of colleagues and clients alike.
With a keen eye for market trends and a disciplined approach to risk management, Barry consistently delivered exceptional results for his clients, navigating volatile market conditions with poise and precision. His ability to identify opportunities and mitigate risks has earned him a reputation as a trusted advisor, guiding clients through both bull and bear markets with confidence and expertise.
Barry's reputation for excellence caught the attention of Preferred Partners, who recognized his proven track record and leadership potential. Headhunted for a key role within the organization, Barry joined Preferred Partners with a mandate to drive performance and deliver value for clients seeking to achieve their financial goals.
As Senior Portfolio Manager at Preferred Partners, Barry leverages his extensive experience and strategic insight to develop customized investment solutions that align with each client's unique objectives and risk tolerance. His proactive approach to portfolio management, coupled with his commitment to transparency and client service, sets him apart as a trusted partner in wealth management.
Beyond his professional achievements, Barry is deeply committed to giving back to his community and supporting charitable causes close to his heart. He believes in the importance of making a positive impact on the world around him, embodying the values of integrity, compassion, and stewardship in both his personal and professional endeavors.
With his unparalleled expertise and unwavering dedication to client success, Barry Andrews continues to be a driving force in the world of finance, inspiring others with his leadership, vision, and commitment to excellence.
Senior Portfolio Manager
Edward Butler, Senior Portfolio Manager at Preferred Partners, is a seasoned financial professional with a distinguished 12-year tenure in the industry. With a relentless dedication to maximizing returns and managing risk, Edward has cultivated a reputation for excellence among clients and colleagues alike.
Edward's journey in finance began with a prestigious internship at a leading investment firm, where he quickly demonstrated a keen aptitude for market analysis and portfolio management. This initial experience laid the foundation for his subsequent roles, where he honed his skills and refined his investment strategies.
Throughout his career, Edward has navigated various market cycles with poise and precision, leveraging his astute understanding of economic trends and financial instruments to deliver consistent results. His expertise spans across diverse asset classes, including equities, fixed income, and alternative investments, allowing him to construct well-balanced portfolios tailored to each client's unique objectives and risk tolerance.
Prior to joining Preferred Partners, Edward held key positions at several prominent financial institutions, where he managed multi-million-dollar portfolios for high-net-worth individuals, institutional investors, and corporate clients. His ability to generate alpha in both bull and bear markets has earned him the trust and loyalty of his clientele, who rely on his guidance to navigate the complexities of today's investment landscape.
Beyond his role as a portfolio manager, Edward is known for his commitment to continuous learning and professional development. He holds a Bachelor's degree in Finance from the London School of economics and has pursued advanced certifications in investment management, further solidifying his expertise in the field.
Outside of his professional endeavors, Edward is an active member of his community, volunteering his time and expertise to various charitable causes. He believes in giving back to society and strives to make a positive impact both inside and outside the boardroom.
Senior Portfolio Manager
Andrew Craig, Senior Portfolio Manager at Preferred Partners, brings over a decade of extensive financial experience and a passion for excellence to his role. With a background working at leading financial institutions in South Africa, Andrew has honed his skills in portfolio management, risk analysis, and investment strategy development, earning a reputation for delivering outstanding results.
Andrew's journey in finance began at Absa Bank, where he quickly rose through the ranks, showcasing his talent and dedication to mastering the intricacies of the financial markets. During his tenure at Absa Bank, Andrew managed portfolios for a diverse range of clients, from individual investors to institutional entities, leveraging his keen analytical insights to navigate volatile market conditions with poise and precision.
Following his successful tenure at Absa Bank, Andrew furthered his career at Liberty, a prominent financial services company in South Africa. There, he continued to excel in portfolio management, demonstrating his ability to generate alpha and deliver value for clients seeking to achieve their financial goals.
Andrew's outstanding track record and proven leadership caught the attention of Preferred Partners, who recognized his expertise as a valuable addition to their team. Headhunted for his talent, Andrew joined Preferred Partners with a mandate to enhance the firm's portfolio management capabilities and drive value for clients.
As Senior Portfolio Manager at Preferred Partners, Andrew leverages his deep understanding of financial markets and his strategic vision to develop tailored investment solutions that align with each client's unique objectives and risk tolerance. His commitment to excellence and client satisfaction sets him apart as a trusted advisor and partner in wealth management.
Beyond his professional accomplishments, Andrew is passionate about giving back to his community and supporting causes that make a positive impact on society. He believes in the importance of responsible investing and ethical stewardship, embodying the values of integrity, transparency, and social responsibility in both his personal and professional endeavors.
With his unwavering dedication to excellence and his proven ability to deliver results, Andrew Craig continues to be a driving force in the world of finance, inspiring others with his leadership, vision, and commitment to creating value for clients and communities alike.
Client Associate
Henry Williams, a Client Associate at Preferred Partners, brings a decade of extensive financial experience and a commitment to client satisfaction to his role. With a background as an investment analyst at leading financial institutions in South Africa, Henry has honed his skills in investment research, client relationship management, and financial advisory.
Henry's journey in finance began at Standard Bank, where he quickly demonstrated his aptitude for analyzing market trends and identifying investment opportunities. As an investment analyst, Henry played a key role in conducting thorough research and due diligence on various asset classes, providing valuable insights to portfolio managers and clients alike.
Following his successful tenure at Standard Bank, Henry furthered his career at Old Mutual, a renowned financial services company in South Africa. There, he continued to excel in investment analysis, leveraging his analytical prowess to evaluate investment strategies and construct well-diversified portfolios for clients.
Henry's outstanding track record and dedication to client service caught the attention of Preferred Partners, who recognized his expertise as a valuable asset to their team. Headhunted for his talent, Henry joined Preferred Partners with a mandate to enhance the firm's client service capabilities and drive value for clients seeking to achieve their financial goals.
As a Client Associate at Preferred Partners, Henry is committed to providing personalized and attentive service to each client, ensuring their needs are met with professionalism and integrity. He leverages his deep understanding of financial markets and investment products to educate and empower clients to make informed decisions about their financial future.
Beyond his professional accomplishments, Henry is passionate about giving back to his community and supporting causes that make a positive impact on society. He believes in the importance of building strong relationships based on trust and transparency, embodying the values of integrity, empathy, and social responsibility in both his personal and professional endeavors.
With his unwavering dedication to client satisfaction and his proven ability to deliver results, Henry Williams continues to be a valuable asset in the world of finance, inspiring trust and confidence in clients and colleagues alike with his expertise, professionalism, and commitment to excellence.
2/F, NO.79-1, ZHOUZI STREET NEIHU DISTRICT,
TAIPEI, TAIPEI CITY 114 93
+886 2 7741 7854
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