King Lip, CFA, CMT
Chief Strategist & Partner
As Chief Strategist, King serves on the executive and investment committees of the firm and is responsible for managing, developing, and communicating our investment strategies and thought leadership, both internally and externally.
King leads the firm’s specialized strategies on Concentrated Stock management and Options. King is also a member of the S&P Dow Jones Indices U.S. Index Committee Advisory Panel and a member of BlackRock’s RIA Advisory Council. He is a regular commentator on CNBC and has been nominated as a Top 100 Independent Wealth Advisor in Barron’s magazine and the San Francisco Business Times. King was named as one of the Top 10 Rising Stars of ETF investing by ETF Report and was named as an expert ETF strategist in the book, “ETF Investment Strategies”.
Making an Impact
King is passionate about bettering the lives of our furry companions, especially dogs. He donates his time, money, and photography skills to animal shelters and sanctuaries finding new homes for animals. Unlike their human counterparts, animals don’t mind his lack of photographic abilities.
A Secret About King
Without reading the cooking instructions, King has an uncanny ability to know the exact microwave cook time of virtually any food item. Unfortunately, this party trick has failed to impress his friends and family.
