Alex Lippitt Email & Phone Number
Managing Partner, Head of Portfolio Management @ Lakewood Financial Group
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Alex Lippitt Location
- Chicago, IL, US
Alex Lippitt Work
- Managing Partner, Head of Portfolio Management @ (February 2026 - Present)
- Portfolio Manager @ (August 2022 - January 2026)
- Senior Equity Derivatives Trader @ (August 2013 - June 2020)
- Interest Rate Derivatives Trader @ (July 2008 - March 2013)
Alex Lippitt Education
- University of Chicago
M.S. (Financial Mathematics)
2020-2021 - University of Illinois Urbana-Champaign
Certificate of Professional Development in Applied Mathematics
2014-2018 - Colorado College
B.A. (Economics)
2004-2008
Alex Lippitt Skills
- Risk Management
- Portfolio Management
- Interest Rate Derivatives
- VBA
- Bloomberg Terminal
- Equity Derivatives
- Excel
- FX Derivatives
- Performance Measurement
- Statistical Modeling
- Derivative Structuring
- Capital Markets
- c++
- Python
- Pycharm
- Jupyter
- Transact-SQL (T-SQL)
- Derivatives
- Asset Management
- Investment Management
Alex Lippitt Summary
- Alex Lippitt, based in Chicago, IL, US, is currently a Managing Partner, Head of Portfolio Management at Lakewood Financial Group. Alex Lippitt brings experience from previous roles at Northeast Financial Group, Transamerica and Allstate. Alex Lippitt holds a 2020 - 2021 M.S. in Financial Mathematics @ University of Chicago. With a robust skill set that includes Risk Management, Portfolio Management, Interest Rate Derivatives, VBA, Bloomberg Terminal and more. Alex Lippitt has 1 emails and 1 mobile phone numbers on RocketReach.
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