Lauren Rose Lippert

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 06/2017
  Paragon Advisors Inc.
  Shaker Heights, OH
• 06/2017 → Present
  Mai Capital Management
  Cleveland, OH

Other Businesses

Name: L & L Warren LLC Not investment related Address: 1579 Warren Rd. Lakewood Ohio 44107 Nature: Rental Property, owner occupied duplex (I live in one half, a tenant lives in the other half) Position: General Partner Start date of Partnership: 1/1/2020 Hours/month: 1-2 hrs per month Hours during trading hours: zero Duties: Various landlord duties- landscaping, fixing plumbing issues, etc.

Designations

• Certified Financial Planner

Other Names

• Lauren Lippert