Profil
William Louis Lipsey's former jobs include Senior Vice President at Oppenheimer & Co., Inc. and Oppenheimer Asset Management, Inc., Principal at Morgan Stanley Investment Management, Inc., Kidder Peabody, and Hewitt Associates, President-Marketing & Client Services at Pzena Investment Management LLC in 2011, and President & Head-Business Development at Pzena Investment Management, Inc. from 2007 to 2011.
The education history includes an MBA from The University of Chicago in 1986 and an undergraduate degree from The Wharton School of the University of Pennsylvania in 1980.
Anciens postes connus de William Lipsey
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Corporate Officer/Principal | 31/12/1996 |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | - |
| PZENA INVESTMENT MANAGEMENT, INC. | President | - |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | - |
Hewitt Associates
Hewitt Associates Miscellaneous Commercial ServicesCommercial Services Provides benefits outsourcing services | Corporate Officer/Principal | - |
Formation de William Lipsey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Pzena Investment Management, Inc.
Pzena Investment Management, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
Hewitt Associates
Hewitt Associates Miscellaneous Commercial ServicesCommercial Services Provides benefits outsourcing services | Commercial Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Finance |
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 |
















