Daniel Lee Lippincott
President presso Karpus Management, Inc.
Patrimonio netto: 1 M $ in data 29/02/2024
Profilo
Currently, Daniel Lee Lippincott occupies the position of President & Chief Investment Officer at Karpus Management, Inc. He is also Member of CFA Institute and Member of CFA Society Rochester.
Mr. Lippincott received an undergraduate degree and an MBA from St. Bonaventure University.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
26/10/2023 | 291 185 ( 0.57% ) | 1 M $ | 29/02/2024 |
Posizioni attive di Daniel Lee Lippincott
Società | Posizione | Inizio |
---|---|---|
Karpus Management, Inc.
Karpus Management, Inc. Investment ManagersFinance Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities. | President | 01/01/2022 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
CFA Society Rochester | Corporate Officer/Principal | - |
Precedenti posizioni note di Daniel Lee Lippincott
Società | Posizione | Fine |
---|---|---|
CITY OF LONDON INVESTMENT GROUP PLC | Director/Board Member | 30/06/2022 |
Formazione di Daniel Lee Lippincott
St. Bonaventure University | Masters Business Admin |
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
Società quotate in Borsa | 1 |
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CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
Aziende private | 3 |
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Karpus Management, Inc.
Karpus Management, Inc. Investment ManagersFinance Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
CFA Society Rochester |