Bill Lipe
Amministratore Delegato presso Lipe & Dalton, Inc.
Provenienza dei contatti di primo grado di Bill Lipe
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Lipe & Dalton, Inc.
 Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bill Lipe tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
J.W. Burns & Co., Inc. (New York)
 J.W. Burns & Co., Inc. (New York) Investment ManagersFinance J.W. Burns & Co., Inc. (JW Burns) is an independent, SEC-registered, fee-only investment counseling firm headquartered Dewitt, New York. Founded in 1974, JW Burns manages accounts for individuals, non-profit organizations, endowments, pension and profit sharing plans, and Taft-Hartley funds. | Investment Managers | Analyst-Equity | |
| University of Vermont | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
| President | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Pat Dalton | 4 |
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