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Len A. Lipton
Managing Director | Sales
Len Lipton manages the firm’s sales activities for the Americas. His responsibilities encompass promotion of the company’s services to custodians and asset managers, including spearheading the firm’s business development activities to the hedge fund community. Len also participates in the firm’s product development efforts so that GlobeTax can continue to provide the highest levels of service to its clients in the rapidly changing global tax landscape.
Prior to joining GlobeTax in 2004, Len focused on new business and relationship management with Elkins/McSherry, LLC (a State Street Company) as a Managing Director, assisting institutional investors in monitoring portfolio trading costs. His experience also includes investment consulting with Ladenburg Thalmann and Co. Len is a frequent speaker at industry seminars and withholding tax educational forums.
- Bachelor’s Degree from The George Washington University
- NASD Series 7 and 63 licenses
- XBRL US board member