Trevor Hicks

Judge
DISC Type : Dc

CTO, RIA Segment at Advisor360°

San Francisco, California, United States

Overview

Trevor Hicks is the CTO for the RIA Segment at Advisor360°, where he aligns technology strategy with business growth for wealth management firms. With over a decade of experience as a CTO at a $15B RIA, he is a Certified Information Security Manager (CISM). Colleagues describe him as thoughtful, proactive, and detail-oriented.

He is passionate about simplifying how advisors use technology to manage client relationships and deliver meaningful financial guidance. His focus is on creating integrated platforms that enhance efficiency and strengthen the client experience, moving beyond just adding more tools to the ecosystem.

Unique fact: Trevor was a contestant on Dells BattleIT, a reality-style game show where IT professionals competed against each other in a series of remote technical challenges.

Personality Overview

Generally Skeptic

Features Driven

Quality Focused

They like to move fast and expect the same from others.  They prefer to be the ones controlling the conversation or defining the terms. More than the product, they care about the impact of the product.

Topics They Care About

WealthTech Integration
Advocates for thoughtful platform integration to simplify advisor workflows, rather than just consolidating tools. Believes in embedding financial planning natively into platforms.
AI & Cyber Governance
Holds certifications in AI-Driven Leadership and Information Security (CISM). His career includes building resilient cybersecurity programs and guiding firms through SEC exams.
Advisor Efficiency
Focuses on how technology can reclaim an advisor's time, emphasizing that hours spent managing workflows are hours diverted from valuable client relationships.

Media Appearances

Trevor has no verified media appearances

Work History

3-2026
CTO, RIA Segment at Advisor360°
1-2024 - 9-2025
Chief Technology Officer at Laird Norton Wetherby
5-2020 - 7-2021
Chief Compliance Officer at Wetherby Asset Management
9-2019 - 12-2022
Director of Operations at Wetherby Asset Management
12-2013 - 12-2023
Chief Technology Officer and Shareholder at Wetherby Asset Management

Education

Education details unavailable from University of San Francisco School of Management
Education details unavailable from Stanford University School of Engineering

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Francisco, California, United States Job Level : Leadership Designation : CTO, RIA Segment at Advisor360°
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Trevor

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Trevor move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Trevor take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Trevor

Personality Compatibility


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