Jina Yoon

Chief Alternative Investment Strategist

As Chief Alternative Investment Strategist for LPL Financial, Jina is responsible for leading and expanding LPL’s alternative investment perspective. In this role, she provides advisors and their clients with market insights on alternative investments as well as actionable investment and portfolio management recommendations. She is also responsible for building partnerships with third-party alternative investment managers to bring attractive alternative investment solutions to LPL’s clients.

Jina is a member of LPL Research’s Strategic and Tactical Asset Allocation Committee (STAAC), which provides a united investment view across a comprehensive range of investing disciplines.

Prior to joining LPL Financial

Jina was the Head of Portfolio Management and a Senior Portfolio Manager at Nomura Private Capital, where she focused on building and managing alternative investment products for RIAs. Before Nomura, she spent the majority of her career at Credit Suisse as the Head of Tactical Trading Strategies and as a Portfolio Manager. In this role, she led investment due diligence on liquid hedge funds well as private markets solutions and managed alternative investment-focused portfolios for both institutional and private wealth clients. She was also a voting member of the Investment Committee.

Education & Achievements

BS in Operations Research & Industrial Engineering, Cornell University

Masters of Engineering in Applied Operations Research, Cornell University

Chartered Financial Analyst®

Read Jina Yoon's Latest Posts

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Catastrophe Bonds: Risks & Diversification

| Jina Yoon

LPL Research explores how catastrophe bonds offer diversification and yield, while carrying unique risks tied to natural disasters and niche market liquidity.

M&A Revival: Impact on Merger Arbitrage and Private Equity

| Jina Yoon

LPL Research analyzes the changing trend in the M&A market and discusses the potential impact on merger arbitrage and private equity.

Merger Arbitrage 2025 Performance

| Jina Yoon

LPL Research reviews how merger arbitrage investment strategies have performed in 2025.

Alternatives Alt-Data Usage

| Jina Yoon

LPL Research reviews how investment firms use alternative data sources.

How Could Policy Shifts Reshape 401(k) Investing

| Jina Yoon

LPL Research discusses how the new executive order signed on August 7, 2025 focuses on providing access to alternative investments via 401(k).

One Big Beautiful Bill Act – Impact on Alternative Investments

| Jina Yoon

LPL Research reviews how the One Big Beautiful Bill Act may impact alternative investments

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