Senior Wealth Advisor
Trip is responsible for new client development for Beacon Pointe’s Client Services Group. Prior to joining Beacon Pointe, Trip spent 15 years on the institutional side of the business covering large pension funds, mutual funds and hedge funds as well as high net worth individuals for Barclays, Merrill Lynch and Bear Stearns. Prior to his investment career, Trip spent many years as a commodities trader specializing in the oil and gas industry. Trip received his BA from the University of Southern California where he was a member of the Sigma Alpha Epsilon Fraternity. Trip has two children and lives with his family in Newport Beach, California.