Sean Hipskind serves as a Client Portfolio Manager and provides comprehensive investment management services to our clients. As a Client Portfolio Manager, he ensures that clients are properly invested in line with their specific goals. He focuses on client education as a fundamental building block to successful investing outcomes. In addition, Sean is an experienced financial planner, creating and presenting comprehensive goals-based financial plans to high-net worth individuals within the Wintrust Private Client group. He holds his CFP® certification and utilizes a holistic approach to the planning process.

In addition, Sean is a member of the firm’s Multi-Asset Strategy (MAS) investment team where he conducts manager due diligence in an ongoing process to ensure our clients’ portfolios contain the optimal asset allocation.

Education and Professional Credentials

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