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Lauren Lippert, CPA, CFP®, is a Managing Director at MAI Capital Management, where responsibilities include overseeing financial management and client strategies since June 2017. Prior roles include Senior Associate and Associate at Paragon Advisors Inc. from January 2014 to June 2017, and Staff Accountant at Cohen & Company from January 2012 to December 2013. Lauren gained valuable experience as a Tax Intern at Cleveland Clinic and Fifth Third Bank, focusing on tax return preparation and related duties. Academic achievements include a Master’s in Taxation from The University of Akron (2012-2013) and a BSBA in Accounting from Xavier University (2007-2011).