Profilo
Mr. Steven M.
Lipper, CFA, is a Senior Investment Strategist & Managing Director at Royce & Associates LP.
He oversees the production of published research at Royce, including research on the small cap asset class and Royce's investment strategies.
In addition, he represents all investment strategies to Royce clients and prospects, including institutional consultants, analysts, financial advisors, and the media.
He joined Royce in 2014 as a Principal and member of the investment and client service teams.
He has over 35 years of industry experience and has over six years at Royce.
Prior to joining the firm, Mr. Lipper worked for Lord, Abbett & Co. LLC from 2004-2014, serving most recently as a member of the Investment Committee where he was responsible for overseeing the Asset Allocation Strategy Funds.
Prior to that, he served as a Client Portfolio Manager for Lord Abbett, functioning as a liaison between the Mid Cap Value, Small Cap Value, and Capital Structure portfolio management teams and clients and consultants.
From 2001-2004, he was Executive Vice President, Private Client Services at Reuters after working in various roles at Lipper Analytical Services from 1988-2001, including Senior Vice President and Analyst.
He holds a Bachelor's degree in Economics from the Wharton School of Business at the University of Pennsylvania.
He is a CFA charter holder.
Precedenti posizioni note di Steve Lipper
| Società | Posizione | Fine |
|---|---|---|
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce aims to deliver a great small-cap investment experience to each of their clients across all of the firm’s vehicles and strategies. | Analyst-Equity | 01/01/2023 |
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Stratega di mercato | 31/12/2013 |
Reuters America Holdings, Inc.
Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides multi-media news reporting services | Corporate Officer/Principal | 31/12/2003 |
Lipper Analytical Services, Inc.
Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Supplies the global business community and media with real time financial data and news services | Corporate Officer/Principal | 31/12/2000 |
Formazione di Steve Lipper
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 | 5 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce aims to deliver a great small-cap investment experience to each of their clients across all of the firm’s vehicles and strategies. | Finance |
Reuters America Holdings, Inc.
Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides multi-media news reporting services | Commercial Services |
Lipper Analytical Services, Inc.
Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Supplies the global business community and media with real time financial data and news services | Commercial Services |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















