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King Shan Lip
Investment Committee Member at
Baker Avenue Asset Management LP
Profile
Mr. King S.
Lip, CFA, is a Chief Strategist & Partner at Baker Avenue Asset Management LP.
He 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.
He also leads the firm’s specialized strategies on Concentrated Stock management and Options.
Mr. Lip was previously employed as a Chief Strategist & Senior Wealth Advisor by Steelbridge Private Wealth Advisors LLC, a Portfolio Manager by Bingham, Osborn & Scarborough LLC, an Analyst by Credit Suisse Securities (USA) LLC (Broker), and an Analyst by Donaldson, Lufkin & Jenrette Securities Corp.
He received his undergraduate degree from Haas School of Business and a graduate degree from Boston University.
King Shan Lip active positions
| Companies | Position | Start |
|---|---|---|
Baker Avenue Asset Management LP
 Baker Avenue Asset Management LP Investment ManagersFinance BakerAvenue is an active growth manager that employs a disciplined risk management process. The firm constructs and manages portfolios based on the overall risk and health of the market. They have the flexibility to invest across all styles, market-caps and sectors. The firm's strict buy-and-sell discipline also applies to individual stocks. They invest only in market-leading companies with strong fundamentals and equally strong numbers. | Investment Committee Member | 01/03/2008 |
Former positions of King Shan Lip
| Companies | Position | End |
|---|---|---|
Steelbridge Private Wealth Advisors LLC
 Steelbridge Private Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Investment Committee Member | 15/11/2017 |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Portfolio Manager-Equities | 31/12/2007 |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Analyst-Equity | - |
Training of King Shan Lip
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
28
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance BakerAvenue is an active growth manager that employs a disciplined risk management process. The firm constructs and manages portfolios based on the overall risk and health of the market. They have the flexibility to invest across all styles, market-caps and sectors. The firm's strict buy-and-sell discipline also applies to individual stocks. They invest only in market-leading companies with strong fundamentals and equally strong numbers. | Finance |
Haas School of Business
 Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Steelbridge Private Wealth Advisors LLC
Steelbridge Private Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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