Profilo
Mr. Lance A.
Lipset was previously employed as a Managing Principal & Wealth Advisor by LWS Wealth Advisors, Inc.
He received his graduate degree from the University of Maryland.
Precedenti posizioni note di Lance Alden Lipset
| Società | Posizione | Fine |
|---|---|---|
LWS Wealth Advisors, Inc.
 LWS Wealth Advisors, Inc. Investment ManagersFinance LWS Wealth Advisors, Inc. (LWS) is a SEC-registered investment advisor and wealth management firm headquartered in Basking Ridge, New Jersey. The firm was founded by Lance A. Lipset in 2012. They were acquired by MAI Capital Management LLC in 2024. LWS provides financial planning and asset management services to high-net-worth individuals. | Amministratore Delegato | 01/03/2024 |
Formazione di Lance Alden Lipset
| University of Maryland | Graduate 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 | 1 |
|---|---|
LWS Wealth Advisors, Inc.
LWS Wealth Advisors, Inc. Investment ManagersFinance LWS Wealth Advisors, Inc. (LWS) is a SEC-registered investment advisor and wealth management firm headquartered in Basking Ridge, New Jersey. The firm was founded by Lance A. Lipset in 2012. They were acquired by MAI Capital Management LLC in 2024. LWS provides financial planning and asset management services to high-net-worth individuals. | Finance |
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