DL

Doug Liptak

Co-Founder & Chief Strategy Officer at SignatureFD

Doug Liptak is a Co-Founder & Chief Strategy Officer at SignatureFD. Doug has over 25 years of experience in the financial services industry. Prior to joining SignatureFD, Doug served as a Senior Strategic Tax Advisor at Frazier & Deeter, LLC from January 1993 to December 1996.

Doug Liptak has a Master's degree in Taxation and Personal Financial Planning from Georgia State University. Doug also has a Bachelor of Arts (B.A.) in Accounting from Furman University.

Doug Liptak works with Chadwick L. Hunt - Director, Fund Management, Tony Welch - Partner & Chief Investment Officer, and James P. Yost - Partner & Wealth Advisor. Their manager is Heather Robertson Fortner, Partner & CEO.

Org chart

Teams

+6

CEO and Executive Team

9 members

DF
DL

Founding Team

2 members

+37

Leadership Team

40 members

Timeline

  • Co-Founder & Chief Strategy Officer

    Current role

  • Co-Founder, Chief Development Officer

View in org chart