David Lin

Founder & CEO

A Wall Street veteran with 30 years of executive fintech experience, David Lin is the founder and CEO of Linvest21. Prior to founding Linvest21, David was a Managing Director of JPMorgan Asset Management (AM) since 2001, and the Chief Technology Officer of its Global Investment Platform. In addition to his AM-wide responsibilities, David was the Head of Technology for Global Equities, Multi-Asset Solutions, and Global Beta. Before that, David served as the Chief Technology Officer for Global Quantitative Research and Global Research Technology for Asset and Wealth Management. Over the years, David led teams that won numerous industry awards and recognitions in Financial Engineering. He is also the author of 3 provisional patents in the field of Applied Artificial Intelligence. David holds a bachelor's degree in computer science from the University of Toronto, and an MBA from Columbia University.

Anil Puttegowda

Senior Advisor

Anil Puttegowda, serving Linvest21, Inc. as Senior Advisor, boasts three decades of executive leadership on a global scale. Currently, he's a Managing Director at NatWest Group, a premier UK financial institution, steering Strategy and Transformation internationally. His prior role at JPMorgan as Head of Asset & Wealth Management and Global Technology for the Pan-India region saw him leading over 30,000 professionals, underscoring his leadership in innovation and team development. Anil's experience also includes a 13-year stint at Bank of America as Head of Global Equity Technology, where he seamlessly integrated emerging technologies with traditional financial services. Acknowledged as a thought leader, Anil's career is marked by significant transformations and contributions to the financial industry, including advancing financial services through strategic innovation and technological integration.

Judd Caplain

Senior Advisor

Judd Caplain, Senior Advisor at Linvest21, Inc., brings over three decades of expertise in financial services, profoundly influencing the sector with his strategic and digital Innovation acumen. Before retiring in 2023, he significantly impacted KPMG as Global Head of Financial Services, achieving a 15% annual growth for a $13B division. His career includes key positions at JPMorgan and Bank of America, focusing on go-to-market leadership and operational excellence. A "Top 25 Financial Services Consulting Leader," Judd has mentored future leaders and driven transformations to meet digital demands. At Linvest21, he focuses on leveraging AI-centric product development and market engagement to support the firm's inspiring objective of democratizing Wall Street technology for asset and wealth management with AI-native solutions.

Our Team

Keep updated as our team grows!