Daniel L. Lippincott, CFA®
President, Chief Investment Officer*
As the leader of the investment team and a member of the Management Committee, I am focused on the implementation and success of our investment process. Our investment team strives to position clients’ portfolios to achieve top quartile returns over multiple time periods while managing risk. The focus of our investment process centers on identifying closed-end funds and other securities we believe are undervalued. I strongly believe in our firm’s expertise in this area and the talent of our investment team.
Member of the CFA Institute and the CFA Society of Rochester.
Joined Karpus in 2003.
BBA St. Bonaventure University
MBA St. Bonaventure University
MBA St. Bonaventure University
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