Bill Lipe
Chief Executive Officer at Lipe & Dalton, Inc.
Profile
Mr. Willard C.
Lipe is a Co-Founder at Lipe & Dalton, Inc. He also serves as a Chief Executive Officer & Chief Compliance Officer at the firm.
Prior to co-founding Lipe & Dalton in 2004, Mr. Lipe was a Senior Portfolio Manager for HSBC Bank USA where he was responsible for assets in excess of $250 million.
His client base was comprised of trusts, high net-worth individuals, corporations and institutions.
Previously, he worked as an Economist for Niagara Mohawk.
Mr. Lipe earned his BS in Environmental Engineering from SUNY College of Environmental Science and Forestry, and his MBA from University of Rochester.
He is a CFA Charterholder.
Bill Lipe active positions
| Companies | Position | Start |
|---|---|---|
Lipe & Dalton, Inc.
 Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations. | Chief Executive Officer | 2003-12-31 |
Former positions of Bill Lipe
| Companies | Position | End |
|---|---|---|
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | 2003-12-30 |
Niagara Mohawk Holdings, Inc.
 Niagara Mohawk Holdings, Inc. Electric UtilitiesUtilities Niagara Mohawk Holdings, Inc. (LSE: NG. NYSE:NGG) is an international electricity and gas company and one of the largest investor-owned energy companies in the world. Their core business is the delivery of electricity and natural gas. They are committed to serving customers well, delivering energy safely and reliably, and keeping costs low. The company was founded in 1998 and is headquartered in Syracuse, NY. | Corporate Officer/Principal | - |
Training of Bill Lipe
| Rochester Christian University | Masters Business Admin |
| SUNY College of Environmental Science | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
Niagara Mohawk Holdings, Inc.
Niagara Mohawk Holdings, Inc. Electric UtilitiesUtilities Niagara Mohawk Holdings, Inc. (LSE: NG. NYSE:NGG) is an international electricity and gas company and one of the largest investor-owned energy companies in the world. Their core business is the delivery of electricity and natural gas. They are committed to serving customers well, delivering energy safely and reliably, and keeping costs low. The company was founded in 1998 and is headquartered in Syracuse, NY. | Utilities |
Lipe & Dalton, Inc.
Lipe & Dalton, Inc. Investment ManagersFinance Lipe & Dalton, Inc. is an independent registered investment advisor and wealth management firm headquartered in Syracuse, New York. The firm was founded by Willard “Bill” Lipe and Patrick Dalton in 2004. Lipe & Dalton provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans and charitable organizations. | Finance |
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