Chip Kispert – Founder & Managing Partner

Chip Kispert founded Beacon Strategies, LLC, in 2006. He has over twenty-three years of experience in the financial services industry. His background includes operations, account management, marketing, sales and firm management. Having worked for some of the finest securities and support firms on Wall Street Chip now delivers his own unique perspectives and strategies to the firms that work with Beacon Strategies.

“Our vision was, and is, to establish the leading Industry Consulting and Research Group with rich relationships including broker dealers, solutions vendors and clearing firms. Beacon is dedicated exclusively to the broker dealer channel. Our services cater to firms that are interested in better understanding their industry, peers, and themselves.

Our core strengths are to deliver innovative thinking with excellence in industry research, BD evolution, marketing and communications support, and business acquisition linking. Our client base ranges from Fortune 1000 companies to modest firms. As a trusted advisor we provided our clients with advances in thought, process and relationships that have added dollars to their bottom lines.
The output of our vision has been to export rich knowledge to our clients. Our perspective is unique because of the three roads that we can effortlessly walk; broker dealers, solutions vendors and clearing firms. With access to hundreds of c-level broker dealer decision-makers, most c-level executives at solutions vendors, and many senior managers at clearing firms our reach is broad and filled with complex interpretation.

Our interpretation takes each of the preceding groups, with their own unique perspective, and picks out the best of innovation while side-steeping the pitfalls. And in this way we take our position as being a ‘thought leader’ in the industry, and deliver thoughtful intelligence that impact our clients’ bottom lines.”

Marshall Levin – Partner

Marshall has more than 30 years of strategy & product development experience across the of financial services spectrum. He has successfully exploited technology to create significant business opportunities and substantial value propositions for customers in consumer credit, institutional trading, retail brokerage, securities clearing, and both life and health insurance. He has held Series 7, 24 and 63 licenses dating back to 1983.
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Marshall has held Series 7, 24 and 63 licenses dating back to 1983. He has achieved success in roles ranging from a P&L owner in Fortune 10 financial services organizations; Merrill Lynch, American Express, Dean Witter to C-level responsibility for venture funded start-ups. His innovative thinking received a US Patent in 1993 for a health insurance processing system.

For the four years immediately prior to joining Beacon Strategies, Marshall has focused his business acumen and entrepreneurial skills on developing a vision for how Broadridge can best serve the independent broker dealer market. This culminated in his leading Broadridge’s acquisition of Investigo and Marshall creating the Broker-Dealer Business Solutions unit of which he was General Manager. Marshall holds an AB from Franklin & Marshall College and an MBA from NYU.