Valeo Financial Advisors has hired Charlotte Lippert as chief investment officer. She previously owned Charlotte Lippert Wealth Management and has more than 20 years experience in independent financial consulting. Lippert offers clients in-depth experience with the management of equities, fixed income and alternatives as well as experience with complex financial planning matters.
Lippert began her career at Old National Wealth Management, serving as vice president and director of due diligence. From 2008 to 2011, she was a portfolio manager and director of investments for Bedel Financial Consulting.
Lippert graduated from Ball State University with a degree in finance and minor in economics. She also serves on the Economics Department Advisory Board. Lippert is a past president of the CFA Society of Indianapolis and earned the right to use her CFA charter in 2002. She recently served as chair of the board for Classical Music Indy. She is also currently active in P.E.O., The Policy Circle and the Ice Skating Club of Indianapolis.