Daniel Lee Lippincott
President bij Karpus Management, Inc.
Vermogen: 1 M $ op 31-03-2024
Profiel
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.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
26-10-2023 | 291 185 ( 0.57% ) | 1 M $ | 31-03-2024 |
Actieve functies van Daniel Lee Lippincott
Bedrijven | Functie | Begin |
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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 | - |
Eerdere bekende functies van Daniel Lee Lippincott
Bedrijven | Functie | Einde |
---|---|---|
CITY OF LONDON INVESTMENT GROUP PLC | Director/Board Member | 30-06-2022 |
Opleiding van Daniel Lee Lippincott
St. Bonaventure University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
Bedrijven in privébezit | 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 |