WILLIAM “KIP” WEESE
Senior Vice President, Intermediary Sales
Northeast & South West
Previously, Kip served a similar role with Ross Sinclaire Asset Management as Director of Advisory Sales & Marketing based in Boston, Massachusetts. He also served as Senior Consultant at ENVESTNET, partnering with the management teams of leading independent, registered investment advisory and broker-dealer firms developing innovative solutions for their managed asset programs. Kip has over 20 years of managed account experience, starting his career with the institutional businesses of Fidelity Investments, NATIXIS Asset Management, and Alliance Bernstein, where he served as a leading sales and relationship executive.
Kip holds the FINRA General Securities Representative designation (Series 7), and has passed the NASAA Uniform Securities Agent State Law (Series 63) and the Uniform Combined State Law (Series 66) examinations.
Kip received a Bachelor’s of Arts Degree in English Education from the University of Maine.
Kip serves as an active board member in his community and lives with his wife and three children on the north shore of Boston.