Andrew Lippman

Andrew Lippman is an accomplished professional with extensive experience in financial services, specializing in regulatory compliance and consulting. Currently serving as Director at J.S. Held LLC since November 2020, Andrew leads initiatives in financial services business and compliance. Prior to this role, Andrew was Vice President at Raymond James, focusing on wealth management reporting and compliance tools. As President of AJL Consultants, Inc., from May 2005 to December 2017, Andrew partnered with senior management to drive revenue growth for various clients, including Prudential, Wachovia, UBS, and Raymond James. Andrew's career began at Prudential Financial, where significant contributions were made in Private Client Group Information Systems over a span of more than two decades. Andrew holds a Bachelor's degree in Mathematics from New York University.