George Philip Gipp
Lid van de Investeringscommissie bij Clarfeld Financial Advisors LLC
Profiel
Mr. George P.
Gipp, CFA MBA, is a Director of Institutional Services at Clarfeld Financial Advisors LLC.
He is also a member of the firm's Investment Policy Committee and the Clarfeld Advisory Board.
George's primary focus is working on strategic asset allocation, manager selection and due diligence, and portfolio construction.
He joined Clarfeld in 2014.
He serves as a resource for the firm's client advisors on complex investment implementations and intricate client relationships.
He also works directly with clients regarding investment advisory and financial planning services.
George is a Certified Financial Planner, Chartered Financial Analyst, Financial Risk Manager, and a member of the CFA Institute and CFP Board of Standards.
Actieve functies van George Philip Gipp
| Bedrijven | Functie | Begin |
|---|---|---|
Clarfeld Financial Advisors LLC
 Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Lid van de Investeringscommissie | 01-01-2014 |
Eerdere bekende functies van George Philip Gipp
| Bedrijven | Functie | Einde |
|---|---|---|
Leumi Investment Services, Inc.
 Leumi Investment Services, Inc. Investment ManagersFinance Leumi Investment Services, Inc. (LISI) is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Bank Leumi USA (BLUSA), and BLUSA is a subsidiary of Bank Leumi le-Israel Corp., a New York bank holding company which, in turn, is owned by Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. LISI offers various investment advisory programs to individuals, high net worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trust programs, estates and other US and international institutions. | Corporate Officer/Principal | 31-12-2013 |
Opleiding van George Philip Gipp
| Fordham University | Masters Business Admin |
| New York University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Clarfeld Financial Advisors LLC
Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
Leumi Investment Services, Inc.
Leumi Investment Services, Inc. Investment ManagersFinance Leumi Investment Services, Inc. (LISI) is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Bank Leumi USA (BLUSA), and BLUSA is a subsidiary of Bank Leumi le-Israel Corp., a New York bank holding company which, in turn, is owned by Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. LISI offers various investment advisory programs to individuals, high net worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trust programs, estates and other US and international institutions. | Finance |
