Mr. Lippincott joined City National Rochdale in 2014 and has over 17 years of experience in financial services. He works with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Most recently Mr. Lippincott worked at Credit Suisse as a Director in the private banking division. He led the portfolio construction team responsible for creating and monitoring customized portfolios for ultra-high-net-worth individuals. Other responsibilities included managing model portfolios and identifying high conviction strategies and products. Prior to that he worked with the Chief Investment Officer and was focused on investment strategy and asset allocation. Mr. Lippincott began his career as an associate at UBS Financial Services supporting a team of advisors serving high-net-worth individuals.
Mr. Lippincott holds a BS in Business Administration from Saint Mary’s College of California and an MBA in Finance from the Leonard N. Stern School of Business at New York University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and New York Society of Security Analysts. In his off-time, he enjoys trail running and spending time with his children. Mr. Lippincott has volunteered his time as a board member and mentor for Young Athletes, Inc.
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