A.
Michael Lipper, CFA*
President
Lipper Consulting Services, Inc.
Mr.
Lipper's current activities are mostly involved with Lipper Advisory Services,
Inc. a registered adviser that provides advice and management of accounts
investing in portfolios of mutual funds and separate account managers with
current assets in excess of $1 billion. He is also a managing member of
L&S Partners I, LLC a private financial services hedge fund. Mr. Lipper
continues to accept a limited number of consulting assignments dealing with
funds and brokerage firms through Lipper Consulting Services, Inc.
He has
been an investor in equities for approximately 50 years, an investor in
funds for approximately 40 years, an analyst of securities for 40 years
and an analyst of funds for over 30 years. Many of the large investment
organizations of the world have consulted with him on various investment
issues. He has been a regular source of comments to the global press.
Mr.
Lipper founded Lipper Analytical Services, Inc., an investment firm dedicated
to the analysis of funds and brokerage firms in 1973. He sold it to Reuters
Group plc in 1998. Reuters has transformed the firm into Lipper Inc..
Mr.
Lipper has been active in various industry associations. For 1993-1994 term,
he served as President of the New York Society of Security Analysts. He
has served on the Society's Board for some part of each of the last four
decades and was, for many years, the chairman of the Investment Strategy
Forum/Portfolio Management Committee. Mr. Lipper has been a Regional Director
of the Financial Analysts Federation and a Director of the International
Society of Financial Analysts. He also is a Past Chairman of the Specialty
Firms Advisory Committee to the New York Stock Exchange Board of Directors.
In terms
of Mr. Lipper's "pro bono" New Jersey activities, he is Chairman
of the Investment Sub-committee and a member of the Financial Oversight
Committee of Atlantic Health Systems, Trustee of Drew University and Co-chair
of its Finance Committee and a member of the New Jersey Performing Arts
Center Endowment Committee.
After
graduating from Columbia College in 1957, Mr. Lipper joined the U.S. Marine
Corps. In 1960, he left active duty as a Communications Officer/Combat Cargo
Officer to embark on his professional career as a securities analyst. He
and his wife Ruth live in Summit, New Jersey. He has four grown children
living in New Jersey, California and England.
In 1987,
the No Load Mutual Fund Association awarded him the "No Load Mutual
Fund Association Achievement Award". He is a member of Barron's All
Century Team.
* Chartered
Financial Analyst
Lead
Sponsor:
Media
Partners
For
more information please contact Pamela O'Brien at (212) 661-7566, email
obrien@capitallink.com
