Profil
Mr. Jeffery L.
Lippens, CFA MBA, is a Senior Partner & Chief Investment Officer at Garde Capital, Inc. He is also a is a Co-Founder.
Mr. Lippens has spent over 30 years in the investment industry.
Past employers and positions include Salomon Smith Barney as Senior Vice President and UBS as Senior Vice President and Senior Portfolio Manager.
He is a Past-President of the CFA Society of Seattle where he served on the board for six years.
He also served on the board of Friends of the Children King County for 10 years, a high risk youth mentoring program in Seattle's central district and now serves on its advisory board.
He earned his undergraduate degree in finance and economics from the University of Washington and received his MBA from Columbia University and the University of California, Berkeley.
Postes actifs de Jeff Lippens
| Sociétés | Poste | Début |
|---|---|---|
Garde Capital, Inc.
Garde Capital, Inc. Investment ManagersFinance Garde Capital strives to provide clients with exposure to a global portfolio of securities at a competitive cost. Their investment philosophy combines the traditional academic principles of modern portfolio theory with recent developments in the field of behavioral finance. The firm seeks to harness risk premiums provided by global capital markets, create well-diversified, efficiently managed portfolios and deliver them at the most competitive price. They typically create diversified investment portfolios using ETFs, but will consider other types of such as individual stocks, individual bonds and open end mutual funds. | Fondateur | 01/01/2009 |
Anciens postes connus de Jeff Lippens
| Sociétés | Poste | Fin |
|---|---|---|
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
CFA Society of Seattle
CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Operates as professional society for certified financial accountants | Corporate Officer/Principal | - |
UBS Asset Management, Inc.
UBS Asset Management, Inc. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Formation de Jeff Lippens
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Washington
University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UBS Asset Management, Inc.
UBS Asset Management, Inc. Investment ManagersFinance Provides investment management services | Finance |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Garde Capital, Inc.
Garde Capital, Inc. Investment ManagersFinance Garde Capital strives to provide clients with exposure to a global portfolio of securities at a competitive cost. Their investment philosophy combines the traditional academic principles of modern portfolio theory with recent developments in the field of behavioral finance. The firm seeks to harness risk premiums provided by global capital markets, create well-diversified, efficiently managed portfolios and deliver them at the most competitive price. They typically create diversified investment portfolios using ETFs, but will consider other types of such as individual stocks, individual bonds and open end mutual funds. | Finance |
CFA Society of Seattle
CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Operates as professional society for certified financial accountants | Commercial Services |
















