Core Insights - Michael Lipper is a CFA charterholder and president of Lipper Advisory Services, Inc., which provides money management services for wealthy families, retirement plans, and charitable organizations [1] - He is a former president of the New York Society of Security Analysts and created the Lipper Growth Fund Index, the first in a series of Lipper Indexes and performance analyses for mutual funds [1] - After selling his company to Reuters in 1998, Lipper has focused on managing investments for clients and his family [1] - His first book, "MONEY WISE: How to Create, Grow and Preserve Your Wealth," was published in September 2008 [1] - Lipper shares unique perspectives on world markets and their implications through his blog, which has been active since August 2008 [1]