Malcolm Gladwell writes that, to be an expert in one’s field, one needs to spend a minimum of 10,000 hours on their craft. Chip Kispert has dedicated over 50,000 hours towards absorbing the nuances of the financial institution marketplace.
Having founded Beacon Strategies, LLC in 2006, Chip established the firm to be an independent thought-leadership vessel providing research, consulting and forums for its clients.
Marshall has more than 30 years of strategy & product development experience across the financial services spectrum. He has successfully exploited technology to create significant business opportunities for customers in consumer credit, institutional trading, retail brokerage, securities clearing, and both life and health insurance.
John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
Ron currently is a Managing Director with Beacon Strategies, focusing on overall strategy, technology reviews and digital transformation for larger enterprise clients. Previously, Ron served as Head of Business Development at Apex Clearing, where he oversaw digital advice and wealth management transformations for larger prospective clients. Prior to joining Apex, Ron was Managing Director at Envestnet where he managed strategic third-party relationships including custodians, asset managers, and other strategic partners. In addition, he was responsible for starting and running the Envestnet Advisor Summit, which has become one of the largest events of its kind in the industry. He also started and ran the Envestnet Institute, which is a continuing education portal for advisors, and the Envestnet Institute On Campus, which focuses on the next generation of advisor talent on college campuses throughout the US. Ron also had senior product management and development roles at Fidelity Investments where he was responsible for investment products at both National Financial and Institutional Wealth Services, and at Pershing, where he also started and ran Pershing INSITE, one of the largest conferences of its type in the industry. Ron earned a Bachelor of Arts degree in History from Columbia University and a Master of Business Administration degree in Finance and Accounting from Cornell University. He holds FINRA licenses 4, 7, 8, 24, 53 and 63.