Greg Lippert Email & Phone Number
Managing Partner
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Greg Lippert Location
- Pittsburgh, PA, US
Greg Lippert Work
- Managing Partner @ Herzog Kistner Shaw Financial Partners (June 2019 - Present)
- Wealth Management Advisor @ (May 2015 - Present)
Greg Lippert Education
- Syracuse University College of Law
Juris Doctor
2023-2026 - Carnegie Mellon University
Bachelor’s Degree (Finance and Behavioral Economics)
- Peters Township High School
High School
Greg Lippert Skills
- Business Analysis
- Business Continuity
- Business Management
- Business Planning
- Corporate Finance
- Disability Insurance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Fixed Annuities
- Investment Advisory
- Investments
- Life Insurance
- Long-term Care
- Property & Casualty Insurance
- Series 66
- Series 7
- Small Business
- Variable Annuities
- Wealth Management
Greg Lippert Summary
- Greg Lippert, based in Pittsburgh, PA, US, is currently a Managing Partner at Herzog Kistner Shaw Financial Partners. Greg Lippert brings experience from previous roles at MassMutual Pittsburgh. Greg Lippert holds a 2023 - 2026 Juris Doctor @ Syracuse University College of Law. With a robust skill set that includes Business Analysis, Business Continuity, Business Management, Business Planning, Corporate Finance and more. Greg Lippert has 4 mobile phone numbers on RocketReach.
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