ÂÜÀòÂÒÂ×

Sam Lippin is the VP of Business Development and Market Insights at Ivy Exec. Prior to joining Ivy Exec, Sam worked as a Chase Private Client Banker at JPMorgan Chase & Co. from January 2016 to November 2017. In this role, Sam provided high net worth clients with a full range of JP Morgan financial services, including banking, investments, insurance, retirement products and trust and estate planning. Sam also successfully managed a book of business of more than 500 clients and increased the average assets per client by 75%.

Before JPMorgan Chase & Co., Sam was a Financial Representative / Intern at Northwestern Mutual from June 2013 to December 2015. In this role, Sam was responsible for providing clients with banking, cash management, payment, and retirement services.

Sam Lippin has a Bachelor’s Degree in Economics from Syracuse University - Maxwell School. Sam also has a certification from Northwestern Mutual in Life and Health. Additionally, they have certifications from the Financial Industry Regulatory Authority (FINRA) in Series 6 and 63.

Sam Lippin works with Ian Turk - Senior Business Development Manager, Greg Hunt - VP, Marketing & Member Services, and Alex Baranpuria - Chief Growth Officer. Sam Lippin reports to Elena Bajic, Founder & CEO.