Mark Lipson

Chairman at SOURCE CAPITAL

77 year

Miscellaneous

Finance

Profile

Mark L.
Lipson is currently the Chairman at Source Capital, Inc. and the Chairman at FPA U.S.
Core Equity Fund, Inc. He is also a Trustee at FPA Capital Fund, Inc., FPA New Income, Inc., FPA Paramount Fund, Inc., FPA Perennial Fund, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, and FPA Flexible Fixed Income Fund.
Additionally, he is the Managing Member at Ml2 Advisors, LLC.
In the past, he served as the Chairman & Chief Executive Officer at NorthStar Investment Management from 1993 to 2001, and as a Managing Director at Bessemer Trust Co., NA and US Trust from 2007 to 2014.

Mark Lipson active positions

Companies	Position	Start
SOURCE CAPITAL	Chairman	2019-05-12
FPA Capital Fund FPA Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	-
FPA New Income Inc. FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2015-09-30
FPA Paramount Fund, Inc. FPA Paramount Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2015-09-30
Investment Managers Series Trust III Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2015-09-30
FPA Perennial Fund, Inc. FPA Perennial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	2015-09-30
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund	Chairman	2014-12-31
FPA Crescent Fund FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	-
FPA Flexible Fixed Income Fund FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Director/Board Member	-
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All active positions of Mark Lipson

Former positions of Mark Lipson

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See the detail of Mark Lipson's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Mark Lipson's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	13
FPA Paramount Fund, Inc. FPA Paramount Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Perennial Fund, Inc. FPA Perennial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Source Capital Source Capital Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Investment Managers Series Trust III Investment Managers Series Trust III Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Bessemer Trust Co., NA Bessemer Trust Co., NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Bragg Capital Trust Bragg Capital Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Crescent Fund FPA Crescent Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Capital Fund FPA Capital Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA New Income Inc. FPA New Income Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
FPA Flexible Fixed Income Fund FPA Flexible Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
US Trust US Trust Investment ManagersFinance Provides investment management services	Finance
NorthStar Investment Management NorthStar Investment Management Investment ManagersFinance Provides investment advice	Finance
FPA U.S. Core Equity Fund, Inc. FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance Functions as investment fund	Finance

See company connections