Profiel
Mr. Steven M.
Lipper, CFA, is a Senior Investment Strategist & Managing Director at Royce & Associates LP.
He oversees the production of published research at Royce, including research on the small cap asset class and Royce's investment strategies.
In addition, he represents all investment strategies to Royce clients and prospects, including institutional consultants, analysts, financial advisors, and the media.
He joined Royce in 2014 as a Principal and member of the investment and client service teams.
He has over 35 years of industry experience and has over six years at Royce.
Prior to joining the firm, Mr. Lipper worked for Lord, Abbett & Co. LLC from 2004-2014, serving most recently as a member of the Investment Committee where he was responsible for overseeing the Asset Allocation Strategy Funds.
Prior to that, he served as a Client Portfolio Manager for Lord Abbett, functioning as a liaison between the Mid Cap Value, Small Cap Value, and Capital Structure portfolio management teams and clients and consultants.
From 2001-2004, he was Executive Vice President, Private Client Services at Reuters after working in various roles at Lipper Analytical Services from 1988-2001, including Senior Vice President and Analyst.
He holds a Bachelor's degree in Economics from the Wharton School of Business at the University of Pennsylvania.
He is a CFA charter holder.
Eerdere bekende functies van Steve Lipper
| Bedrijven | Functie | Einde |
|---|---|---|
Royce & Associates LP
 Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Analyst-Equity | 01-01-2023 |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Marktstrateeg | 31-12-2013 |
Reuters America Holdings, Inc.
 Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Reuters America Holdings, Inc. provides multi-media news reporting services. It also provides information tailored for professionals in the financial services, media and corporate markets. The company is a subsidiary of Reuters Group Plc and is headquartered in New York, NY. | Corporate Officer/Principal | 31-12-2003 |
Lipper Analytical Services, Inc.
 Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Part of Woodbridge Co. Ltd. /New/, Lipper Analytical Services, Inc. supplies the business community and media with real-time financial data and news services. The company is based in New York, NY. | Corporate Officer/Principal | 31-12-2000 |
Opleiding van Steve Lipper
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
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| Bedrijven in privébezit | 4 |
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Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Finance |
Lipper Analytical Services, Inc.
Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Part of Woodbridge Co. Ltd. /New/, Lipper Analytical Services, Inc. supplies the business community and media with real-time financial data and news services. The company is based in New York, NY. | Commercial Services |
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Finance |
Reuters America Holdings, Inc.
Reuters America Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Reuters America Holdings, Inc. provides multi-media news reporting services. It also provides information tailored for professionals in the financial services, media and corporate markets. The company is a subsidiary of Reuters Group Plc and is headquartered in New York, NY. | Commercial Services |
