Trever Sipperly

Senior Portfolio Analyst, Vice President

Trever joined Rockefeller in 2020 after spending five years managing a team of service professionals within Morgan Stanley’s Private Wealth Management Division.

Prior to Private Wealth Management, Trever was a Wealth Advisory Associate where he created and developed financial planning services for Morgan Stanley’s ultra-high net worth client segment.

Trever graduated from the University of Notre Dame in 2010 with a B.A. in Finance.  At Notre Dame, Trever was a member of the 2010 NCAA Lacrosse National Championship Finalist team.  In 2011, Trever elected to spend his 5th year of lacrosse eligibility at Bryant University where he earned an M.B.A..