Director, Client Portfolio Manager
Great Lakes Advisors
Sean Hipskind serves as a Wealth Planner and Portfolio Manager for Wintrust Private Client. As a planner his duties include creating and presenting comprehensive goals-based financial plans to high-net worth individuals within the private client group. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and utilizes a holistic approach to the planning process.
In his role as portfolio manager, Sean 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 to the dual role of planner and portfolio manager, Sean is a member of the firm’s Multi-Asset Strategy investment team where he conducts manager due diligence in an ongoing process to ensure clients’ portfolios apply the optimal asset allocation.
Sean graduated from the University of Notre Dame with a bachelor’s degree in finance. He holds FINRA Series 7 and 66 Licenses as well as his CFP® certification.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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