Trevor Phillippi Promoted to VP, Director of Operations

6 Meridian Promotes from within to fill Director of Operations role

Wichita, KS, September 20, 2017–  6 Meridian LLC, an SEC registered investment advisory firm, has promoted Trevor Phillippi to Vice President, Director of Operations.  Phillippi has worked with the team at both 6 Meridian and their former wire-house as an analyst for the investment management division since 2013.  During his time with the investment management team he provided in-depth financial analysis and strategy testing of portfolios.  He also earned the esteemed Charted Financial Analyst designation during his tenure with the investment team.

The consistent and creative work Trevor provided the investment management team over the past 4 years was incredibly impactful and aided us in delivering additional investment strategy options for our clients.  I believe his disciplined approach will allow him to excel in the new role within the team.” said Andrew Mies, Chief Investment Officer.

Trevor’s new role will include overseeing compliance and regulatory practices, human resources, technology and vendor services, fiscal planning, accounting and finance.

Margaret Dechant, Chief Executive Officer added, “Trevor played a key role in our transition to an independent investment company in 2016.  His excellent problem-solving skills and dedication to the success of the business made him the perfect fit for this position.  We could not be more enthused about what this will do for our organization.”

Learn more about Trevor here .

Trevor Phillippi, CFA
VP- Director of Operations