Jeff Lippens
Gründer bei Garde Capital, Inc.
Profil
Mr. Jeffery L.
Lippens, CFA MBA, is a Principal & Chief Investment Officer at Garde Capital, Inc. He co-founded Garde Capital in 2009.
Mr. Lippens has spent over 25 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.
Mr. Lippens 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.
Aktive Positionen von Jeff Lippens
| Unternehmen | Position | Beginn |
|---|---|---|
Garde Capital, Inc.
 Garde Capital, Inc. Investment ManagersFinance Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees. | Gründer | 01.01.2009 |
Ehemalige bekannte Positionen von Jeff Lippens
| Unternehmen | Position | Ende |
|---|---|---|
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
CFA Society of Seattle
 CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA. | Corporate Officer/Principal | - |
UBS Asset Management, Inc.
 UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Jeff Lippens
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| University of Washington | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
UBS Asset Management, Inc.
UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Finance |
| Salomon Smith Barney, Inc. | Finance |
Garde Capital, Inc.
Garde Capital, Inc. Investment ManagersFinance Garde Capital, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded in 2009 by Jeffery Lippens, Thomas Owens, Richard Severs, and Marshal McReal. Garde Capital provides portfolio management services to a variety of types of clients such as individuals and families, trusts, charitable organizations, individual pension plan accounts, and retirement plan trustees. | Finance |
CFA Society of Seattle
CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA. | Commercial Services |
