People

Jay Lipman

Jay Lipman

Formal First Name
Jay
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Jay Lipman is the Co-Founder and President of Ethic, a tech-driven asset management firm aiming to simplify the creation of sustainable investment portfolios. He works closely with investors to help them understand and craft their unique approach to sustainable and impact investing. An outspoken advocate, Lipman also educates advisers on the wide variety of sustainability issues through written and video content. He regularly speaks on sustainable investing, financial technology, and generational wealth transfer at conferences worldwide.

Professional Experience


Academic History

LICENSES AND CERTIFICATIONS

  • Series 7, 63, 65, and 66