Directory
>
Cfp Brian Hipwell
Cfp Brian Hipwell
Vice President, Client Advisory | Simon Quick Advisors, LLC
New York, New York, United States
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.
Cfp Brian Hipwell
Work Experience
Vice President, Client Advisory at
Simon Quick Advisors, LLC
March 2023 - Present
Relationship Manager at
Capstonewealth LLC
October 2020 - March 2023
Product Lead | CFP® at
The Medici Project
September 2020 - August 2021
Financial Planning & Operations Associate at
Capstonewealth LLC
November 2017 - October 2020
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
********@simonquickadvisors.com
Colleagues
Managing Partner
Vice President
Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC
Managing Director | Principal, Client Advisor
Vice President | Senior Accountant Family Office Accounting Services
Vice President, Client Advisor
Managing Director | Principal
Managing Partner | Wealth Management and Investment Consulting Services
Managing Director, Client Advisor / Principal
Head of Trading, Director of Investments