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Inactive

Eric Scott Lipa

Captrust

Boston, MA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-11-17
  • MA RA
    APPROVED
    Since 2022-11-17

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinancial Partners, Llc (Captrust) Raleigh NC 11/2021 Present
Rinet Company Llc Boston MA 07/2020 11/2021
Newport National Golf Club Middletown RI 05/2019 09/2019
Castle Hill Inn Newport RI 05/2018 09/2018
Full Time Student Buffalo NY 09/2011 06/2020
  • 11/2021 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
  • 07/2020 → 11/2021
    Rinet Company Llc
    Boston, MA
  • 05/2019 → 09/2019
    Newport National Golf Club
    Middletown, RI
  • 05/2018 → 09/2018
    Castle Hill Inn
    Newport, RI
  • 09/2011 → 06/2020
    Full Time Student
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-06
  • S65 Uniform Investment Adviser Law Examination
    2022-08-06

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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