Profile
Ms. Carol M.
Lippman, CFA MBA, is a Managing Director at Dearborn Partners LLC.
She is responsible for Core Rising Dividend Portfolio and High & Rising Dividend Portfolio strategies.
She has over 30 years of investment experience.
For nearly three decades, Ms. Lippman has managed investments according to her Rising Dividend philosophy, first for A.G.
Edwards and its successor firms.
She joined Dearborn as a partner from Wells Fargo Advisors in 2011.
She received her B.S.
English degree from Northwestern University.
Carol Milius Lippman active positions
| Companies | Position | Start |
|---|---|---|
Dearborn Partners LLC
Dearborn Partners LLC Investment ManagersFinance Dearborn mainly uses fundamental research in formulating investment advice and managing assets, combined with asset allocation, portfolio diversification and other strategies. | Portfolio Manager-Equities | 2011-07-31 |
Former positions of Carol Milius Lippman
| Companies | Position | End |
|---|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 2010-12-30 |
Training of Carol Milius Lippman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Dearborn Partners LLC
Dearborn Partners LLC Investment ManagersFinance Dearborn mainly uses fundamental research in formulating investment advice and managing assets, combined with asset allocation, portfolio diversification and other strategies. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
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