Daniel Lee Lippincott
President chez Karpus Management, Inc.
Fortune : 1 M $ au 30/04/2024
Profil
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.
Détentions connues dans des sociétés publiques
Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
---|---|---|---|---|
26/10/2023 | 291 185 ( 0,57% ) | 1 M $ | 30/04/2024 |
Postes actifs de Daniel Lee Lippincott
Sociétés | Poste | Début |
---|---|---|
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 | - |
Anciens postes connus de Daniel Lee Lippincott
Sociétés | Poste | Fin |
---|---|---|
CITY OF LONDON INVESTMENT GROUP PLC | Directeur/Membre du Conseil | 30/06/2022 |
Formation de Daniel Lee Lippincott
St. Bonaventure University | Masters Business Admin |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Sociétés cotées | 1 |
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CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
Entreprise privées | 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 |