Trevor Hicks

Founder at Stack Strategy, LLC

Speaker

Trevor Hicks is the founder of Stack Strategy, an independent technology advisory firm helping registered investment advisors make better technology decisions. With more than 20 years of experience spanning technology, operations, cybersecurity, and business strategy, Trevor spent over a decade as CTO of a leading independent wealth management firm, helping guide its growth from approximately $4 billion to more than $16 billion in assets under management.

Throughout his career, Trevor has led major technology transformations, cybersecurity programs, platform integrations, and emerging technology initiatives, including AI adoption. Today, through Stack Strategy, he brings that executive level experience to advisory firms seeking practical, independent technology leadership to support growth, manage risk, and improve the client experience.