Career history of Lance Alden Lipset
Former positions of Lance Alden Lipset
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 31/12/2011 | 29/02/2024 |
| Compliance Officer | 31/12/2011 | 29/02/2024 | |
| Founder | 31/12/2011 | 29/02/2024 | |
| Portfolio Manager-Equities | 31/12/2011 | 29/02/2024 | |
| President | 31/12/2011 | 29/02/2024 |
Training of Lance Alden Lipset
| University of Maryland | Graduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
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- Lance Alden Lipset
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