Malcolm Gladwell writes that to be an expert in a one’s field one needs to spend a minimum of 10,000 hours on their craft. Chip Kispert has dedicated over 50,000 hours to 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.
Timothy brings a huge amount of knowledge and experience to Beacon. His career journey map shows direct leadership roles in strategic planning, operations and technology, relationship management, transitions and correspondent clearing. Building on his operational understanding, plus his hands in the dirt school of thought, Timothy is adept at designing thoughtful workflows and implementing appropriate technologies. The result is that Timothy is an authority on the needs and requirements demanded for improving the operational efficiencies and thus enhancing the advisor and investor experiences.
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.
Ross Leo has been in Information System for 38 years, and an Information Security professional for over 36 years. He has worked internationally as a Systems Analyst/Engineer, and as a Security and Privacy Consultant. His past employers include IBM, St. Luke’s Episcopal Hospital, Computer Sciences Corporation, and Rockwell International.