Trevor Hicks

CTO, RIA Segment at Advisor360°

Orinda, California, United States

About Trevor Hicks

Trevor Hicks is CTO, RIA Segment at Advisor360°. Location: Orinda, California, United States.

With over 12 years of experience in the RIA sector, I serve as the CTO for the RIA segment at Advisor360°, where I align technology strategy with the needs of wealth management firms. My role focuses on fostering seamless platform integration, enhancing operational scalability, and driving long-term technological evolution to support advisors and enable firm growth. My expertise lies in platform architecture, data strategy, cybersecurity, and operational efficiency, honed over a decade as an RIA operator. By collaborating with RIAs, industry leaders, and product teams, I ensure Advisor360° delivers innovative solutions that simplify client relationship management and elevate financial advisory services. My mission is to connect strategy, execution, and technology to empower firms to achieve their growth and client service objectives.

Skills

  • Generative AI
  • Analytical Skills

Additional experience

  • Strategic AI Program Advisor

    University of San Francisco School of Management

    Started October 2025

Education

  • , University of San Francisco School of Management
  • Using Analytical AI to Enhance Client Meeting Preparation, Stanford University School of Engineering