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Lauren Lippert, Cpa, Cfp® Email & Phone Number

Managing Director at MAI Capital Management, LLC at MAI Capital Management
Location: Greater Cleveland, United States 8 work roles 2 schools
1 work email found @mai.capital 3 phones found area 216 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@mai.capital
Direct phone (216) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MAI Capital Management
Role
Managing Director at MAI Capital Management, LLC
Location
Greater Cleveland, United States
Company size
169 employees

Who is Lauren Lippert, Cpa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Lauren Lippert, Cpa, Cfp® is listed as Managing Director at MAI Capital Management, LLC at MAI Capital Management, a with 169 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at mai.capital, phone signal with area code 216, and a matched LinkedIn profile for Lauren Lippert, Cpa, Cfp®.

Lauren Lippert, Cpa, Cfp® previously worked as Managing Director at Mai Capital Management and Director at Mai Capital Management, Llc. Lauren Lippert, Cpa, Cfp® holds Master'S In Taxation from The University Of Akron.

Company email context

Email format at MAI Capital Management

This section adds company-level context without repeating Lauren Lippert, Cpa, Cfp®'s masked contact details.

*@mai.capital
71% confidence

AeroLeads found 1 current-domain work email signal for Lauren Lippert, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Lauren Lippert, Cpa, Cfp®

Lauren Lippert, Cpa, Cfp® is a Managing Director at MAI Capital Management, LLC at MAI Capital Management. They possess expertise in tax, tax returns, tax preparation, accounting, financial reporting and 7 more skills.

Listed skills include Tax, Tax Returns, Tax Preparation, Accounting, and 8 others.

Current workplace

Lauren Lippert, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

MAI Capital Management
Mai Capital Management
Managing Director at MAI Capital Management, LLC
cleveland, ohio, united states
Website
mai.capital
Employees
169
AeroLeads page
Company profile
View company profile Email format
8 roles

Lauren Lippert, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Associate

Paragon Advisors Inc
Apr 2017 - Jun 2017

Associate

Paragon Advisors Inc
Jan 2014 - Mar 2017

Tax Intern

Fifth Third Bank

Processed and prepared simple trust tax returns and individual income tax returns Assisted the Tax Department with clerical work

Jan 2011 - Jun 2011

Tax Intern

Cleveland Clinic

• Processed and prepared corporate and partnership tax returns. Assisted the Tax Department in collecting and assessing Unrelated Business Income Questionnaires from 10 regional hospitals and 25 institutes within the organization.Calculated and compared book and tax basis depreciation on assets for certain corporate entities under The Cleveland Clinic organization.

May 2010 - Aug 2010
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 169 employees →

AD Aryan Dahiya Aryan Dahiya Colleague at Mai Capital ManagementIndia View → AT Alcino Tavares Alcino Tavares Colleague at Mai Capital ManagementAveiro, Portugal View → JB Jake Bruns Jake Bruns Colleague at Mai Capital ManagementLoveland, Ohio, United States View → LD Lori D Hoyland Lori D Hoyland Colleague at Mai Capital ManagementRockville, Maryland, United States View → HV Hans Viga Hans Viga Colleague at Mai Capital ManagementPhilippines View → TS Tim Schmoll Tim Schmoll Colleague at Mai Capital ManagementNew York, United States View → JL Jd Loden Jd Loden Colleague at Mai Capital ManagementNaples, Florida, United States View → JC Jason Cox Jason Cox Colleague at Mai Capital ManagementLoveland, Ohio, United States View → JW Jennifer Wood Jennifer Wood Colleague at Mai Capital ManagementRockville, Maryland, United States View → JB Jessica Bartik Jessica Bartik Colleague at Mai Capital ManagementStow, Ohio, United States View →
2 education records

Lauren Lippert, Cpa, Cfp® education

FAQ

Frequently asked questions about Lauren Lippert, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Lauren Lippert, Cpa, Cfp® work for?

Lauren Lippert, Cpa, Cfp® works for MAI Capital Management.

What is Lauren Lippert, Cpa, Cfp®'s role at MAI Capital Management?

Lauren Lippert, Cpa, Cfp® is listed as Managing Director at MAI Capital Management, LLC at MAI Capital Management.

What is Lauren Lippert, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @mai.capital for Lauren Lippert, Cpa, Cfp® at MAI Capital Management.

What is Lauren Lippert, Cpa, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 216 for Lauren Lippert, Cpa, Cfp® at MAI Capital Management.

Where is Lauren Lippert, Cpa, Cfp® based?

Lauren Lippert, Cpa, Cfp® is based in Greater Cleveland, United States while working with MAI Capital Management.

What companies has Lauren Lippert, Cpa, Cfp® worked for?

Lauren Lippert, Cpa, Cfp® has worked for Mai Capital Management, Mai Capital Management, Llc, Paragon Advisors Inc, Cohen & Company, and Cleveland Clinic.

Who are Lauren Lippert, Cpa, Cfp®'s colleagues at MAI Capital Management?

Lauren Lippert, Cpa, Cfp®'s colleagues at MAI Capital Management include Aryan Dahiya, Alcino Tavares, Jake Bruns, Lori D Hoyland, and Hans Viga.

How can I contact Lauren Lippert, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Lauren Lippert, Cpa, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Lauren Lippert, Cpa, Cfp® attend?

Lauren Lippert, Cpa, Cfp® holds Master'S In Taxation from The University Of Akron.

What skills is Lauren Lippert, Cpa, Cfp® known for?

Lauren Lippert, Cpa, Cfp® is listed with skills including Tax, Tax Returns, Tax Preparation, Accounting, Financial Reporting, Corporate Tax, Financial Accounting, and Income Tax.

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