Joel Lipton

Joel Lipton Email and Phone Number

owner of Universal Yacht Sales @
Joel Lipton's Location
Stuart, Florida, United States, United States
Joel Lipton's Contact Details
About Joel Lipton

I have been professionally managing money for individuals for 37 years. Our firm's investment objective is to grow the value of a portfolio involving the use of stocks, bonds, and options. We use options to generate additional cash flow along with a conservative return on an equity portfolio. Our firm also advises their clients in the area of estate planning. We believe Uncle Sam should not be the largest beneficiary from a families estate. The heirs should inherit the wealth. Presently I am the president of a yacht brokerage firm named Universal Yacht Sales. We are a small firm offering specialized "Concierge" services to our clients. We simplify the purchase and/or sale of a new or used yacht. We also assist in the daily management of our clients yachts. Lastly, we help those clients that would like to place their yachts into a charter program.Prior to the creation of Universal Yacht Sales I was the past president of United Yacht Sales, a very large yacht brokerage firm with 130 brokers located in the United States.I also enjoy my leisure time. I like to fish, dive, snorkel, eat, drink, and sleep a little when I'm not sitting at a desk staring into a computer monitor.Specialties: Pretty good at reviewing an income statement. I try to stay calm when a storm is brewing, and work hard at enjoying life. I enjoy negotiating and mentoring a broker with a yacht transaction. I believe it is better to make a piece of something than all of nothing.

Joel Lipton's Current Company Details
Universal Yacht Sales

Universal Yacht Sales

owner of Universal Yacht Sales
Joel Lipton Work Experience Details
  • Universal Yacht Sales
    President
    Universal Yacht Sales Sep 2013 - Present
    Universal Yacht Sales is a Yacht Sales and Service company. We assist our clients with the purchasing of new yachts, the purchase and sales of pre-owned yachts, the management of our clients yachts, and the chartering of our clients yachts. We take a very "Hands On" approach to servicing each of our clients and help make their yachting dreams come true. The term "Concierge" best describes our approach to business.
  • Lipton Capital Management
    Owner, Portfolio Manager
    Lipton Capital Management 1992 - Present
    Lipton Capial Management is a fee based money manager who works primarily with individuals and retirement accounts. LCM also is involved in estate planning for estates in excess of $3,000,000 (US).
  • United Yacht Sales
    Past President
    United Yacht Sales 2003 - Jun 2013
    Stuart, Florida, Us
    I was a yacht broker with the Firm. I was also the President of the firm from March 2009 through August 2011.
  • Prestige Yachts
    Owner/Dealer
    Prestige Yachts Jan 2011 - Feb 2012
    Our organization sold and serviced Prestige Yachts built by the Jeanneau Corporation in the eastern portion of the United States.
  • Dean Witter Reynolds, Inc.
    V.P. Investments
    Dean Witter Reynolds, Inc. 1989 - 1992
  • Shearson Lehman American Express
    Registered Representative
    Shearson Lehman American Express Dec 1983 - Jul 1989

Joel Lipton Skills

Yachting Negotiation Boating Sales Brokerage Contract Negotiation Boat Sailing Navigation Marketing Strategy Maritime Sales Management Strategic Planning Team Building Online Advertising Management

Joel Lipton Education Details

  • Emory University Dental School
    Emory University Dental School
  • University Of Florida
    University Of Florida
    Zoology

Frequently Asked Questions about Joel Lipton

What company does Joel Lipton work for?

Joel Lipton works for Universal Yacht Sales

What is Joel Lipton's role at the current company?

Joel Lipton's current role is owner of Universal Yacht Sales.

What is Joel Lipton's email address?

Joel Lipton's email address is jl****@****cht.com

What schools did Joel Lipton attend?

Joel Lipton attended Emory University Dental School, University Of Florida.

What are some of Joel Lipton's interests?

Joel Lipton has interest in Working Hard, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Fishing, Home Decoration, Health, Cooking.

What skills is Joel Lipton known for?

Joel Lipton has skills like Yachting, Negotiation, Boating, Sales, Brokerage, Contract Negotiation, Boat, Sailing, Navigation, Marketing Strategy, Maritime, Sales Management.

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