Sean Hipskind serves as an Associate Portfolio Manager where his duties include rebalancing portfolios and ensuring that investment objectives are properly aligned. Sean works closely with the Client Portfolio Managers to assist in creating proposals and financial plans utilizing the firm’s proprietary planning software.

Sean began his career in the financial services industry as a Financial Planning Analyst at the firm. He continues to serve in this role, assisting clients in addressing the complex needs that exist in the high-net worth space and creating financial plans as part of the firm’s Vantage Program.

Education and Professional Credentials 

• Industry Start: 2015
• University of Notre Dame, BA - Finance
• FINRA Series 7 and 66 registrations
• Certified Financial Planner, CFP®