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.
Anciens postes connus de Lance Alden Lipset
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur Général | 01/03/2024 |
Formation de Lance Alden Lipset
| University of Maryland | Graduate Degree |
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| Entreprise privées | 1 |
|---|---|
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 |
