Corey Kipp
Financial Consultant For 22 Years
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Corey has been in the financial industry for 22-years. He joined the World Market Media in August of 2008 as the VP Sales & Marketing. Corey has been tasked with overseeing the listing of corporations on the GLX - Global Listing Exchange. He is also responsible for facilitating their goals, image, and economics in the social media/viral universe. In 1991, he was working with a boutique brokerage firm in Pittsburgh, PA. While there, he oversaw client portfolio solutions and was a trader for their portfolio. He was promoted to Vice President of Private Client Services as well as a Wealth Management Director with the firm in 1994. In 1995 he moved to Palm Beach, FL. Corey spent 13-years at various boutique investment firms in Palm Beach, FL. From 1997 until 2002, he was the President and Founder of Bavarian Management, a specialty private equity firm. There he oversaw unique and comprehensive portfolio solutions and wealth management augmentation for select clients. He and his team built the portfolio to over $350 million and participated in over $1 billion in new and existing transactions through various entities. In 2004 Corey created a wealth advisory/consultation firm named JK Advisors of which he was the managing partner and founder. The firm catered to the needs of high net worth individual and family offices. The object of the firm was counsel, evaluation and management of client's interests for maximum financial potential in their specialized field/industry. Corey holds a series 7, 63 & 24 securities license. He is also licensed in Life, Health, and Variable Annuity insurance with the State of Florida, as well as several other states. Corey has attended both Westminster and Robert Morris Colleges in Pennsylvania. He is active in the Leukemia & Lymphoma Society having served on its board of trustees in the capacities of both Vice President of charitable giving and Chairman of Legacy Donors. Corey is a native of Pittsburgh, PA.less
