Our Team

Daryl Lipkin CIMA®, CRPC®

Partner, Senior Wealth Advisor

Daryl is proud to be co-founder of Alcove Private Wealth and is humbled by the success of the firm.  After almost two decades working in corporate finance, he began his advisory career during the 2008 financial crisis. That experience proved to be invaluable, shaping the way he works with Alcove clients to this day.  While investments and planning are an essential part of the conversation, he feels it is most important to put the spreadsheets and calculator aside and just listen.

Daryl attained his bachelor’s degree in finance and real estate from the University of Texas at Austin, and his master’s degree in business administration from SMU in Dallas. To further his investment knowledge, he earned his Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in partnership with the Yale School of Management. In addition, he is a Chartered Retirement Planning Counselor (CRPC®) designee.

Daryl is proud and honored to serve as the Treasurer and Board Member of Meals on Wheels in Greater New Brunswick. He also served as the President of Anshe Emeth Memorial Temple in New Brunswick, NJ, and on the Board of Trustees at the Jewish Federation of Middlesex County. He resides in East Brunswick, NJ with his wife, Terri, a psychologist. His oldest daughter, Zoe, is earning her Masters degree from the Boston Conservatory at Berklee, and his youngest daughter, Avery, is an undergraduate at the University of Connecticut. Daryl loves watches, and is also an avid cyclist and hiker.

CRPC conferred by College for Financial Planning.

Education & Qualifications

– University of Texas at Austin
– Southern Methodist University (SMU)

Licenses

– Series 7 and 66 registrations through LPL Financial
– Life and health insurance licenses