Daniel Lee Lippincott
President bei Karpus Management, Inc.
Vermögen: 1 Mio $ am 31.03.2024
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.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 26.10.2023 | 291 185 ( 0,57% ) | 1 Mio $ | 31.03.2024 |
Aktive Positionen von Daniel Lee Lippincott
| Unternehmen | Position | Beginn |
|---|---|---|
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 | - |
Ehemalige bekannte Positionen von Daniel Lee Lippincott
| Unternehmen | Position | Ende |
|---|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Director/Board Member | 30.06.2022 |
Ausbildung von Daniel Lee Lippincott
| St. Bonaventure University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
| Private Unternehmen | 3 |
|---|---|
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 |
