A lunch and learn at Paradise Valley Country Club, hosted by The Duffy Group and featuring speakers Carol Lippman and Richard Seitz of Dearborn Partners.
Carol M. Lippman, CFA, Managing Director
Carol manages Dearborn Partners' Core Rising Dividend Portfolio and High & Rising Dividend Portfolio strategies. For nearly three decades, Carol has managed investments according to her Rising Dividend philosophy, first for A.G. Edwards and its successor firms. She joined Dearborn as a partner from Wells Fargo Advisors in 2011 and has 30+ years of investment experience. She is a past president and a member of the Board of Governors of the St. Louis Society of Financial Analysts and a member of the CFA Institute.
Richard R. Seitz, CFA, Managing Director
Rick is in charge of marketing and sales of the firm 's investment products to financial advisors and other intermediaries, focusing now on the Rising Dividend Strategy. Prior to joining Dearborn Partners, he was a Managing Director and National Sales Manager for Legg Mason Global Asset Management and its predecessor, Citigroup Asset Management, with $700 billion of assets under management.
Rick is a thirty year veteran of the financial services industry with significant experience in separately managed accounts, open and closed end mutual funds as well as many structured products. He has also held senior marketing positions with E.F. Hutton and American National Security.