Profile
Mr. Lance A.
Lipset was previously employed as a Managing Principal & Wealth Advisor by LWS Wealth Advisors, Inc.
He received his graduate degree from the University of Maryland.
Former positions of Lance Alden Lipset
| Companies | Position | 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 | 2024-02-29 |
Training of Lance Alden Lipset
| University of Maryland | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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
- Insiders
- Lance Alden Lipset
