Doug Liptak
Fondatore presso SignatureFD LLC
Profilo
Mr. Douglas W.
Liptak, CPA, is a Co-Founder & Chief Strategy Officer at SignatureFD LLC.
As Chief Growth Officer, he merges his talents of analytical thinking and high-energy resilience to help create a team that is unwavering in delivering results-oriented financial designs and a high-touch, personalized experience rooted in core values.
He focuses on helping the firm grow its strategic partnerships, acquiring highly-experienced talent and championing the overall employee and client experience.
Prior to co-founding SignatureFD, he joined Frazier & Deeter, LLC, in 1993, working primarily with high-net-worth individuals and closely held business owners on tax and financial planning issues.
He holds a Master of Taxation with an emphasis in personal financial planning from Georgia State University and a Bachelor of Arts in Accounting from Furman University.
Posizioni attive di Doug Liptak
Società | Posizione | Inizio |
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SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Fondatore | 18/06/1997 |
Precedenti posizioni note di Doug Liptak
Società | Posizione | Fine |
---|---|---|
Frazier & Deeter LLC
Frazier & Deeter LLC Miscellaneous Commercial ServicesCommercial Services Frazier & Deeter LLC provides accounting and advisory services. The company was founded in 1981 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | 31/12/1996 |
Formazione di Doug Liptak
Georgia State University | Graduate Degree |
Furman University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
Frazier & Deeter LLC
Frazier & Deeter LLC Miscellaneous Commercial ServicesCommercial Services Frazier & Deeter LLC provides accounting and advisory services. The company was founded in 1981 and is headquartered in Atlanta, GA. | Commercial Services |
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