Mark Lipson
Chairman at SOURCE CAPITAL, INC.
Net worth: 289 033 $ as of 30/05/2024
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James Atwood | M | 64 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
Investment Managers Series Trust III
FPA New Income, Inc.
FPA Crescent Fund
FPA Perennial Fund, Inc.
FPA Flexible Fixed Income Fund
Bragg Capital Trust
FPA Paramount Fund, Inc.
FPA Capital Fund, Inc.
| 8 years |
| Sandra Brown | F | 69 |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
FPA Paramount Fund, Inc.
FPA Perennial Fund, Inc.
Bragg Capital Trust
FPA New Income, Inc.
Investment Managers Series Trust III
FPA Capital Fund, Inc.
FPA Crescent Fund
FPA Flexible Fixed Income Fund
| 8 years |
| Alfred Osborne | M | 79 |
Investment Managers Series Trust III
FPA Capital Fund, Inc.
FPA Paramount Fund, Inc.
FPA Perennial Fund, Inc.
FPA Flexible Fixed Income Fund
Bragg Capital Trust
FPA Crescent Fund
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
FPA New Income, Inc.
| 25 years |
| Edwin Setzler | M | 56 |
Bragg Capital Trust
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
FPA Capital Fund, Inc.
FPA Paramount Fund, Inc.
FPA Flexible Fixed Income Fund
FPA New Income, Inc.
FPA Crescent Fund
Investment Managers Series Trust III
| 9 years |
| Allan Michael Rudnick | M | 82 |
Investment Managers Series Trust III
FPA Capital Fund, Inc.
FPA Paramount Fund, Inc.
FPA Perennial Fund, Inc.
FPA New Income, Inc.
| 14 years |
| A. Pisano | M | 81 |
FPA Capital Fund, Inc.
FPA New Income, Inc.
FPA Crescent Fund
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
Investment Managers Series Trust III
| 18 years |
| Karen Richards | F | 55 |
Bragg Capital Trust
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
FPA New Income, Inc.
Investment Managers Series Trust III
FPA Flexible Fixed Income Fund
FPA Crescent Fund
| 5 years |
| Patrick B. Purcell | M | 81 |
FPA Capital Fund, Inc.
FPA Paramount Fund, Inc.
FPA Perennial Fund, Inc.
FPA New Income, Inc.
Investment Managers Series Trust III
| 18 years |
| Robert Goldrich | M | 61 |
Bragg Capital Trust
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
FPA New Income, Inc.
Investment Managers Series Trust III
FPA Flexible Fixed Income Fund
FPA Crescent Fund
| 2 years |
| Thomas P. Merrick | M | 86 |
FPA Capital Fund, Inc.
FPA Perennial Fund, Inc.
FPA Paramount Fund, Inc.
FPA New Income, Inc.
| 18 years |
| Rebecca Gilding | F | 45 |
FPA New Income, Inc.
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
Investment Managers Series Trust III
FPA Flexible Fixed Income Fund
FPA Crescent Fund
| 5 years |
| Christopher Hughes Thomas | M | 67 |
FPA Capital Fund, Inc.
FPA Perennial Fund, Inc.
FPA Paramount Fund, Inc.
FPA New Income, Inc.
| 16 years |
| Eric Sayre Ende | M | 78 |
FPA Capital Fund, Inc.
FPA Perennial Fund, Inc.
FPA Paramount Fund, Inc.
FPA New Income, Inc.
| - |
| Sherry Sasaki | F | 68 |
FPA Capital Fund, Inc.
FPA Paramount Fund, Inc.
FPA Perennial Fund, Inc.
FPA New Income, Inc.
| - |
| J. Richard Atwood | M | - |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | 8 years |
| Steven Richard Geist | M | 70 |
FPA Perennial Fund, Inc.
| - |
| William F. Ruprecht | M | 68 |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 12 years |
| Maria Richter | F | 69 |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 16 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Alan Rappaport | M | 71 |
US Trust
| - |
| John A. Hilton | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | - |
| Marina Belaya | F | 57 |
US Trust
| 1 years |
| Jon Hearn | M | - |
US Trust
| - |
| Michael smith | M | - |
US Trust
| 2 years |
| Alexa Willson | F | - |
US Trust
| 3 years |
| Stacey Cole | F | - |
US Trust
| 13 years |
| David Buckley | M | - |
US Trust
| 4 years |
| Josh Jamner | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 5 years |
| Daniel Lee | M | - |
US Trust
| - |
| Matt Gray | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | - |
| Stephanie Ellen Feldman | F | - |
US Trust
| 6 years |
| Clinton James Kugler | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 1 years |
| Maureen Anne Flanagan | F | - |
US Trust
| - |
| Horacio C. Teran | M | - |
US Trust
| - |
| David C. Lebisky | M | 52 | 2 years | |
| Martha Demski | F | 71 |
US Trust
| 2 years |
| Kipp R. Davis | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 5 years |
| Lawrence P. Fisher | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 3 years |
| Aviva Shrock Pinto | F | - |
US Trust
| 5 years |
| Adam George Psichos | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 7 years |
| Zuhayla Hernandez | F | - |
US Trust
| 8 years |
| Jonathan Herpel | M | - |
US Trust
| - |
| Natica von Althann | F | 73 |
US Trust
| 5 years |
| Lauren Clarie Lambert | F | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 2 years |
| Steve Kistner | M | - |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | 4 years |
| John Harris | M | - |
US Trust
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 45 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Mark Lipson
- Personal Network
