Willard C. Lipe, III, CFA

Mr. Lipe is the co-founder of Lipe & Dalton. Prior to this, he was a Senior Portfolio Manager for HSBC Bank USA where he was responsible for assets in excess of $250 million. His client base was comprised of trusts, high net-worth individuals, corporations and institutions. Previously he worked as an economist for Niagara Mohawk. Mr. Lipe earned his BS in Environmental Engineering from SUNY College of Environmental Science and Forestry, and his MBA from University of Rochester. Bill is a CFA Charterholder.

Patrick M. Dalton, CFA

Mr. Dalton is the other co-founder of Lipe & Dalton. Mr. Dalton earned his BS in Electrical Engineering from the University of Vermont, and his MBA from Syracuse University. Patrick is a CFA Charterholder.

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Gregory S. Mann

Mr. Mann joined the firm of Lipe & Dalton on a consulting basis in 2008. Prior to this, he was a Senior Economist at National Grid where he responsible for energy forecasting and expert testimony before the Public Service Commission. Early in his career Greg served as a Senior Staff Member at Los Alamos National Laboratory in the economics group. Mr. Mann earned a Bachelor of Science from the University of Pennsylvania and a Masters of Science degree from Cornell University.