David Lipsey
Sr. Fixed Income Manager at Lido Advisors
- Role
- Sr Fixed Income Manager at Lido Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Lipsey
Manage investment portfolios for high net worth clients, foundations, trusts, institutions
Experience
Sr Fixed Income Manager
Jul 2025 — Present · Los Angeles, CA, US
Education
Pepperdine Graziadio Business School
MBA, Finance
1988 — 1990
UCLA
Bachelor of Arts - BA, Political Science and Government
UCLA
Bachelor of Arts, Political Science
1982 — 1986
University High School
High School/Secondary Diplomas and Certificates
1979 — 1982
Skills
- Wealth Preservation
- Bonds
- Equity Research
- Asset Managment
- Equities
- Fixed Income
- High Net Worth Individuals
- Investment Management
- Investment Strategies
- Investments
- Wealth Management Services
- Portfolio Management
- Bloomberg
- Securities
- Asset Allocation
- Mutual Funds
- Wealth Management
- Capital Markets
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