Daniel Lee Lippincott
President at Karpus Management, Inc.
Net worth: 1 M $ as of 2024-03-30
Profile
Daniel Lee Lippincott is currently the President & Chief Investment Officer at Karpus Management, Inc. He is also a Member of both the CFA Institute and the CFA Society Rochester.
Previously, he served as an Executive Director at City of London Investment Group Plc from 2020 to 2022.
Mr. Lippincott obtained his undergraduate degree in 2001 and an MBA in 2003 from St. Bonaventure University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-10-25 | 291,185 ( 0.57% ) | 1 M $ | 2024-03-30 |
Daniel Lee Lippincott active positions
| Companies | Position | Start |
|---|---|---|
Karpus Management, Inc.
 Karpus Management, Inc. Investment ManagersFinance Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities. | President | 2021-12-31 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| CFA Society Rochester | Corporate Officer/Principal | - |
Former positions of Daniel Lee Lippincott
| Companies | Position | End |
|---|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Director/Board Member | 2022-06-29 |
Training of Daniel Lee Lippincott
| St. Bonaventure University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CITY OF LONDON INVESTMENT GROUP PLC | Miscellaneous |
| Private companies | 3 |
|---|---|
Karpus Management, Inc.
Karpus Management, Inc. Investment ManagersFinance Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| CFA Society Rochester |
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