Advisor at Lakewood Financial Group, LLC
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Firm
Lakewood Financial Group, LLC
Location
Evanston, IL
Credentials
CFA®
Industry experience
3 years
Alexander Lippitt III is a CFA® charterholder with three years of industry experience. He is currently with Lakewood Financial Group, LLC and has prior experience at Northeast Financial Group, Inc., the University of Chicago, and Transamerica/Aegon Asset Management. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, focusing on institutional-caliber portfolio management combined with holistic financial planning. The firm employs a strategic core with tactical overlays and emphasizes tax sensitivity, client-imposed restrictions, and the use of unaffiliated third-party managers without referral compensation.
Based on Lakewood Financial Group, LLC
Based on Lakewood Financial Group, LLC
Up to 1.00% per annum, charged quarterly in arrears
Account minimum: $1,000,000
Evanston, IL
Pennsylvania
Lakewood Financial Group, LLC
2026 - Present (1 year)
Northeast Financial Group, Inc.
2022 - Present (4 years)
UnEMPLOYED
2022 - 2022 (1 year)
University of Chicago
2020 - 2021 (1 year)
Transamerica/Aegon Asset Management
2013 - 2020 (7 years)
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Other specialized services
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