Data tokens on this page
Find an Expert
Find an Expert
Sean Hipskind, CFP® CPWA®
Vice President, Client Portfolio Manager and Wealth Planner
Wintrust Private Client
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.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor”. Use of the CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Request an Appointment
Ready to start a conversation?
Call us at 312-373-1490 or:
