Profile
Bruce Howard Lipnick is the founder of Wharton Management Group, Inc., which was founded in 1982.
He held the title of Chairman & Chief Executive Officer at Wharton Management Group, Inc. Mr. Lipnick was also the founder of Asset Alliance Corp., Pierpont Management, Inc., and Crowdalliance Co. Mr. Lipnick's current job(s) included being a Director at Federal Enforcement Homeland Security Foundation, NRAPT ENTERPRISES LLC, and Stage Access, Inc.Mr. Lipnick's former job(s) included being the Chairman & Chief Executive Officer at Asset Alliance Advisors, Inc. in 2013, a Director at HedgeCo LLC, and a Vice President at Ladenburg Thalmann & Co., Inc.Mr. Lipnick's education history included obtaining an undergraduate degree from Long Island University in 1969.
Bruce Lipnick active positions
| Companies | Position | Start |
|---|---|---|
Asset Alliance Corp.
Asset Alliance Corp. Investment ManagersFinance Provides investment management and advisory services | Chief Executive Officer | - |
Federal Enforcement Homeland Security Foundation | Director/Board Member | - |
Crowdalliance Co. | Chief Executive Officer | - |
NRAPT ENTERPRISES LLC
NRAPT ENTERPRISES LLC Internet Software/ServicesTechnology Services Operates as performing arts streaming platform | Director/Board Member | - |
Stage Access, Inc.
Stage Access, Inc. Internet Software/ServicesTechnology Services Provides streaming services for performing arts | Director/Board Member | - |
Former positions of Bruce Lipnick
| Companies | Position | End |
|---|---|---|
Wharton Management Group, Inc. | Chief Executive Officer | - |
Ladenburg Thalmann & Co., Inc.
Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services | Corporate Officer/Principal | - |
HedgeCo LLC
HedgeCo LLC Internet Software/ServicesTechnology Services Provides hedge fund database services through an online community | Director/Board Member | - |
Pierpont Management, Inc.
Pierpont Management, Inc. HomebuildingConsumer Durables Engages in managing multifamily housing communities | Founder | - |
| ░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | - |
Training of Bruce Lipnick
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Asset Alliance Corp.
Asset Alliance Corp. Investment ManagersFinance Provides investment management and advisory services | Finance |
Asset Alliance Advisors, Inc.
Asset Alliance Advisors, Inc. Investment ManagersFinance Asset Alliance Advisors recommends various investment vehicles to their clients including hedge fund single-manager and multi-manager products, which may invest in a wide range of securities and other instruments. These investments may include equities, equity related securities, bonds, convertible bonds, other fixed-income securities and related instruments (including bank loans and insurance loans, or other forms of indebtedness such as trade indebtedness) forward contracts, currencies, debentures, convertible securities, derivatives (including interest rate and currency swaps and mortgage-backed obligations) and money market obligations. The investments Asset Alliance recommends are predominantly publicly traded securities (although they also may make investments in privately placed securities) and may use leverage, short sales and options on stock indices or individual companies. The firm employs various investment strategies for their clients and products. Asset Alliance generally seeks to create diversified portfolios with allocations to various asset classes and investment managers that employ a variety of investment strategies across multiple geographies. Their methods of analysis are quantitative and qualitative in nature and vary by each strategy and manager for funds managed. Asset Alliance typically seeks investment managers they believe will deliver attractive risk adjusted returns over the investment horizon based on a quantitative and qualitative assessment of the managers track record, investment strategy and investment methodology. Asset Alliance may perform qualitative peer analysis comparisons of each manager and also perform quantitative analysis including optimization analysis to build a portfolio of various managers and instruments. The firm seeks diversification in the types of securities selected for investment. Certain investments may be illiquid and/or not have a ready market to sell. | Finance |
HedgeCo LLC
HedgeCo LLC Internet Software/ServicesTechnology Services Provides hedge fund database services through an online community | Technology Services |
Long Island University
Long Island University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ladenburg Thalmann & Co., Inc.
Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services | Finance |
Federal Enforcement Homeland Security Foundation | |
Pierpont Management, Inc.
Pierpont Management, Inc. HomebuildingConsumer Durables Engages in managing multifamily housing communities | Consumer Durables |
Crowdalliance Co. | |
Wharton Management Group, Inc. | |
NRAPT ENTERPRISES LLC
NRAPT ENTERPRISES LLC Internet Software/ServicesTechnology Services Operates as performing arts streaming platform | Technology Services |
Stage Access, Inc.
Stage Access, Inc. Internet Software/ServicesTechnology Services Provides streaming services for performing arts | Technology Services |
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