Trevor Lipsett

Trevor Lipsett has a diverse work experience in various roles and industries. Trevor began their career as a Financial Services Intern at Ameriprise Financial Services, Inc. in 2009, where they gained valuable knowledge in the financial services industry. Trevor continued their internship at John Hancock Life Insurance Company (U.S.A.), where they played a crucial role in agent recruitment and market research. In 2010, Trevor transitioned to HESS International Educational Organization as a Native-Speaking English Teacher, where they taught students of all ages and backgrounds to improve their English language skills. Trevor then joined William Blair in 2013 as an Onboarding Team Lead, overseeing the onboarding process for new clients. In 2016, they joined Hightower Advisors as an RIA Acquisitions Consultant, contributing to the company's growth by acquiring new investment advisory firms. Currently, Trevor holds the position of Director, Client Reporting at Hightower Advisors and is responsible for managing client reporting and portal functions. With their diverse background and expertise in finance, education, and management, Trevor brings valuable skills and experience to any organization.

Trevor Lipsett attended Carthage College from 2006 to 2010, where they earned a Bachelor of Arts (B.A.) degree in International Political Economy. In addition to their degree, they obtained certifications in Series 66 and Series 7 from the Financial Industry Regulatory Authority (FINRA), although no information is provided regarding the month or year of obtaining these certifications.