Karriereverlauf von Lance Alden Lipset
Ehemalige bekannte Positionen von Lance Alden Lipset
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | 01.01.2012 | 01.03.2024 |
Compliance Officer | 01.01.2012 | 01.03.2024 | |
Gründer | 01.01.2012 | 01.03.2024 | |
Portfolio Manager-Aktien | 01.01.2012 | 01.03.2024 | |
Präsident | 01.01.2012 | 01.03.2024 |
Ausbildung von Lance Alden Lipset
University of Maryland | Graduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
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