Daniel Lee Lippincott
President en Karpus Management, Inc. .
Fortuna: 1 M $ al 31/03/2024
Perfil
Daniel Lee Lippincott is currently the President & Chief Investment Officer at Karpus Management, Inc. He is also a Member of both the CFA Institute and the CFA Society Rochester.
Previously, he served as an Executive Director at City of London Investment Group Plc from 2020 to 2022.
Mr. Lippincott obtained his undergraduate degree in 2001 and an MBA in 2003 from St. Bonaventure University.
Participaciones conocidas en empresas públicas
Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
---|---|---|---|---|
26/10/2023 | 291 185 ( 0.57% ) | 1 M $ | 31/03/2024 |
Cargos activos de Daniel Lee Lippincott
Empresas | Cargo | Inicio |
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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. | 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 | - |
Antiguos cargos conocidos de Daniel Lee Lippincott.
Empresas | Cargo | Fin |
---|---|---|
CITY OF LONDON INVESTMENT GROUP PLC | Director/Board Member | 30/06/2022 |
Formación de Daniel Lee Lippincott.
St. Bonaventure University | Masters Business Admin |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas cotizadas | 1 |
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CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
Empresas privadas | 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 |
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