Profilo
Mark L.
Lipson is currently the Chairman at Source Capital, Inc. and the Chairman at FPA U.S.
Core Equity Fund, Inc. He is also a Trustee at FPA Capital Fund, Inc., FPA New Income, Inc., FPA Paramount Fund, Inc., FPA Perennial Fund, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, and FPA Flexible Fixed Income Fund.
Additionally, he is the Managing Member at Ml2 Advisors, LLC.
In the past, he served as the Chairman & Chief Executive Officer at NorthStar Investment Management from 1993 to 2001, and as a Managing Director at Bessemer Trust Co., NA and US Trust from 2007 to 2014.
Posizioni attive di Mark Lipson
| Società | Posizione | Inizio |
|---|---|---|
| SOURCE CAPITAL | Presidente | 13/05/2019 |
FPA Capital Fund
FPA Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | - |
FPA New Income Inc.
FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/10/2015 |
FPA Paramount Fund, Inc.
FPA Paramount Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/10/2015 |
Investment Managers Series Trust III
Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/10/2015 |
FPA Perennial Fund, Inc.
FPA Perennial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | 01/10/2015 |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Presidente | 01/01/2015 |
FPA Crescent Fund
FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | - |
FPA Flexible Fixed Income Fund
FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Direttore/Membro del Consiglio | - |
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Precedenti posizioni note di Mark Lipson
| Società | Posizione | Fine |
|---|---|---|
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| ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░░░ | ░░░░░░░░░░ |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 13 |
|---|---|
FPA Paramount Fund, Inc.
FPA Paramount Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Perennial Fund, Inc.
FPA Perennial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Source Capital
Source Capital Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Investment Managers Series Trust III
Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Bragg Capital Trust
Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Crescent Fund
FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Capital Fund
FPA Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA New Income Inc.
FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
FPA Flexible Fixed Income Fund
FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
NorthStar Investment Management
NorthStar Investment Management Investment ManagersFinance Provides investment advice | Finance |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund | Finance |
















