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Cfp Brian Hipwell

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Cfp Brian Hipwell

Vice President, Client Advisory | Simon Quick Advisors, LLC

New York, New York, United States

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Cfp Brian Hipwell

Summary

Brian Hipwell is a seasoned Vice President in Client Advisory at Simon Quick Advisors, LLC, specializing in investment advice. With a strong foundation in economics from Bucknell University, he brings a wealth of analytical skills and client relations expertise to the financial services industry. His career trajectory showcases a commitment to enhancing client satisfaction and achieving revenue goals through strategic relationship management. Brian has played pivotal roles in both operational oversight and product development, including contributions to an AI-powered financial assistant. His experience spans various positions in wealth management, demonstrating a consistent ability to adapt and excel in fast-paced environments. Outside of his professional endeavors, Brian is passionate about leveraging technology to innovate financial planning practices. He is known for his exceptional communication skills and critical thinking abilities, making him a valuable asset in any client advisory capacity.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Cfp Brian Hipwell

Work Experience

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Vice President, Client Advisory at

Simon Quick Advisors, LLC

March 2023 - Present

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Relationship Manager at

Capstonewealth LLC

October 2020 - March 2023

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Product Lead | CFP® at

The Medici Project

September 2020 - August 2021

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Financial Planning & Operations Associate at

Capstonewealth LLC

November 2017 - October 2020

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Cfp Brian Hipwell

Education

Bucknell University, Bachelor Of Arts (B.A.)

January 2014 - January 2017

Frequently Asked Questions about Cfp Brian Hipwell

What is Cfp Brian Hipwell email address?

Cfp Brian Hipwell's primary email address is ********@simonquickadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brian Hipwell work for?

Cfp Brian Hipwell is a Vice President, Client Advisory at Simon Quick Advisors, LLC, a company specializing in Security brokers & dealers.

Where Cfp Brian Hipwell graduated from?

Cfp Brian Hipwell holds a degree in Economics from Bucknell University.

How can I directly contact Cfp Brian Hipwell?

To contact Cfp Brian Hipwell directly, you can use the email address ********@simonquickadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brian Hipwell?

Brian Hipwell is a seasoned Vice President in Client Advisory at Simon Quick Advisors, LLC, specializing in investment advice. With a strong foundation in economics from Bucknell University, he brings a wealth of analytical skills and client relations expertise to the financial services industry. His career trajectory showcases a commitment to enhancing client satisfaction and achieving revenue goals through strategic relationship management. Brian has played pivotal roles in both operational oversight and product development, including contributions to an AI-powered financial assistant. His experience spans various positions in wealth management, demonstrating a consistent ability to adapt and excel in fast-paced environments. Outside of his professional endeavors, Brian is passionate about leveraging technology to innovate financial planning practices. He is known for his exceptional communication skills and critical thinking abilities, making him a valuable asset in any client advisory capacity.

Cfp`s contact details

mail

********@simonquickadvisors.com

Colleagues

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Peter Simon

Managing Partner

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Cfp Garrett Wells

Vice President

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Steve Pisano

Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC

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Cfp Kyle Ferrare

Managing Director | Principal, Client Advisor

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Belinda Bast

Vice President | Senior Accountant Family Office Accounting Services

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Cfp Connor Donovan

Vice President, Client Advisor

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Cfp Daniel Weitz Cfa

Managing Director | Principal

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Joe Belfatto

Managing Partner | Wealth Management and Investment Consulting Services

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Cfp Jack Mahoney

Managing Director, Client Advisor / Principal

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Joe Jedziniak

Head of Trading, Director of Investments

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