The research structure behind our work.

Daniel Whitmore is a Portfolio Manager at AlphaTrack Research, where he leads the U.S. Large Cap strategy and oversees research quality across the platform.

Prior to joining AlphaTrack, Daniel spent over 8 years as a Senior Equity Analyst at Northbridge Asset Management, focusing on U.S. large-cap equities. His work involved fundamental analysis, financial modeling, and investment idea generation in a collaborative portfolio management environment.

Daniel brings a disciplined, fundamentals-driven investment approach. At AlphaTrack, he focuses on structuring research processes, improving analytical rigor, and guiding emerging analysis to develop practical, market-relevant skills.

Sarah Lin is an Equity Research Lead at AlphaTrack Research, where she focuses on U.S. large and mid-cap equities. Her work centers on financial modeling, fundamental analysis, and translating research into structured, actionable insights across the platform.

Prior to joining AlphaTrack, Sarah spent over seven years at Meridian Capital Partners as an Equity Research Associate. During this time, she supported portfolio managers in company analysis, earnings modeling, and industry research, contributing to investment discussions and portfolio positioning.

At AlphaTrack, Sarah plays a key role in shaping research frameworks and maintaining analytical rigor. She works closely with the investment team to ensure consistency in research outputs, while also supporting the development of emerging analysis through structured guidance and feedback.