Chip is Founder of Beacon Strategies, LLC, the premier consulting firm servicing broker-dealers, asset managers, and supporting vendors. He is a 20-year veteran of the broker dealer and asset management marketplace. He specializes in data management centric supply strategy and implementation expertise in the form of infrastructure evolution to support changing business needs and obligations. With twenty plus years of work in the broker dealer and advisor marketplace, few, if any, have a better set of relationships among investment industry professionals.
Prior to Beacon, Kispert was Vice-President of Sales for Trust Company of America and for four years, held senior sales and business development roles at Fidelity investments.