Jay Lipman the Co-Founder of Ethic, the tech-driven platform for sustainable, impact, and value-aligned investing. He works closely with advisors and their clients to help them define a sustainable investing strategy, personalized to reflect the client's unique impact priorities and financial goals. Lipman is a prominent figure in the field of climate and nature investing with a strong focus on sustainable investment strategies. He regularly speaks on sustainable investing, financial technology, and generational wealth transfer at conferences worldwide.
As the Co-Founder and President, Lipman works closely with investors to help them understand and craft their unique approach to sustainable and impact investing.
Under his leadership, Ethic operates as a sustainability-focused, personalization-powered asset management platform.
The platform enables advisors to personalize a given benchmark to correspond with a client’s investment, values, and tax management preferences while seeking to minimize tracking error to the underlying benchmark.
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