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RIA Edge Nashville
March 2-3, 2027
Four Seasons HotelNashville, TN

Donald P. Schipf, CFA
Director, Financial Services Group at Houlihan Lokey
Speaker

Profile

Mr. Schipf is a Director in Houlihan Lokey’s Financial Services Group, based in New York. He advises clients across the financial services industry, with deep experience in the asset and wealth management sectors. Prior to joining Houlihan Lokey, Mr. Schipf was a Director at Park Sutton Advisors and earlier served as a Director at Eagle Bay Family Office, where he was a member of the investment committee and led initiatives in business development and operations. Earlier in his career, he held investment banking and equity research roles at Keefe, Bruyette & Woods, Inc. and served as a senior lending officer within the Financial Institutions Group at several global banks, including CIBC. Mr. Schipf holds a B.S. in Finance from Fairfield University, an M.S. in Financial Management from Boston University, and is a CFA charterholder.

Agenda Sessions

  • Succession Planning: Building Legacy and Continuity in Your RIA

    9:05am