George Philip Gipp
Membre du Comité d'Investissement chez Clarfeld Financial Advisors LLC
Profil
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.
Postes actifs de George Philip Gipp
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2014 |
Anciens postes connus de George Philip Gipp
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de George Philip Gipp
| Fordham University | Masters Business Admin |
| New York University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
