King Shan Lip
Membre du Comité d'Investissement chez Baker Avenue Asset Management LP
Profil
Mr. King S.
Lip, CFA, is a Chief Strategist & Partner at Baker Avenue Asset Management LP.
He serves on the executive and investment committees of the firm and is responsible for managing, developing, and communicating our investment strategies and thought leadership, both internally and externally.
He also leads the firm’s specialized strategies on Concentrated Stock management and Options.
Mr. Lip was previously employed as a Chief Strategist & Senior Wealth Advisor by Steelbridge Private Wealth Advisors LLC, a Portfolio Manager by Bingham, Osborn & Scarborough LLC, an Analyst by Credit Suisse Securities (USA) LLC (Broker), and an Analyst by Donaldson, Lufkin & Jenrette Securities Corp.
He received his undergraduate degree from Haas School of Business and a graduate degree from Boston University.
Postes actifs de King Shan Lip
| Sociétés | Poste | Début |
|---|---|---|
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Membre du Comité d'Investissement | 01/03/2008 |
Anciens postes connus de King Shan Lip
| Sociétés | Poste | Fin |
|---|---|---|
Steelbridge Private Wealth Advisors LLC
 Steelbridge Private Wealth Advisors LLC Investment ManagersFinance SimonBaker & Partners LLC provides investment advice. The private company is based in San Francisco, CA. The company was founded in 2014. Simon Gareth Baker has been the CEO of the company since 2014. | Membre du Comité d'Investissement | 15/11/2017 |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Analyst-Equity | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Analyst-Equity | - |
Formation de King Shan Lip
| Boston University | Graduate Degree |
| Haas School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Steelbridge Private Wealth Advisors LLC
Steelbridge Private Wealth Advisors LLC Investment ManagersFinance SimonBaker & Partners LLC provides investment advice. The private company is based in San Francisco, CA. The company was founded in 2014. Simon Gareth Baker has been the CEO of the company since 2014. | Finance |
