George Philip Gipp

George Philip Gipp

Membre du Comité d'Investissement chez Clarfeld Financial Advisors LLC

Finance
Consumer Services

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

SociétésPosteDébut
Membre du Comité d'Investissement 01/01/2014
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Anciens postes connus de George Philip Gipp

SociétésPosteFin
Corporate Officer/Principal 31/12/2013
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Formation de George Philip Gipp

Fordham University Masters Business Admin
New York University Undergraduate Degree

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