Trevor Hicks in

Trevor Hicks

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CTO, RIA Segment at Advisor360°
📍 San Francisco, California, United States

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.

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Experience
23 Years
Current Role
CTO, RIA Segment
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Trevor cares 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.
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Career

Work history

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

Media appearances

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Education
Education details unavailable
University of San Francisco School of Management
Education details unavailable
Stanford University School of Engineering
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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Self-employed
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