Profil
Mr. Lance A.
Lipset was previously employed as a Managing Principal & Wealth Advisor by LWS Wealth Advisors, Inc.
He received his graduate degree from the University of Maryland.
Ehemalige bekannte Positionen von Lance Alden Lipset
Unternehmen | Position | Ende |
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LWS Wealth Advisors, Inc.
LWS Wealth Advisors, Inc. Investment ManagersFinance LWS Wealth Advisors, Inc. (LWS) is a SEC-registered investment advisor and wealth management firm headquartered in Basking Ridge, New Jersey. The firm was founded by Lance A. Lipset in 2012. They were acquired by MAI Capital Management LLC in 2024. LWS provides financial planning and asset management services to high-net-worth individuals. | Vorstandsvorsitzender | 01.03.2024 |
Ausbildung von Lance Alden Lipset
University of Maryland | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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LWS Wealth Advisors, Inc.
LWS Wealth Advisors, Inc. Investment ManagersFinance LWS Wealth Advisors, Inc. (LWS) is a SEC-registered investment advisor and wealth management firm headquartered in Basking Ridge, New Jersey. The firm was founded by Lance A. Lipset in 2012. They were acquired by MAI Capital Management LLC in 2024. LWS provides financial planning and asset management services to high-net-worth individuals. | Finance |