2015 Fall Conference Speaker

Trent Witthoef

Trent Witthoef

Trent Witthoeft is Vice President of Technology Consulting for Fidelity Clearing and Custody, a business unit of Fidelity Investments. Trent is part of the Practice Management and Consulting Group. In his role, Trent works directly with advisors to help them harness technology effectively to grow their business, create scale and efficiency, and enhance client service.

Trent started at Fidelity in 2014. He was previously with Purvue, LLC, where he spent two years as Principal, soliciting new business opportunities and developing strategic relationships. Trent spent seven years with Pershing Advisor Solutions in the Technology Consulting group and seven years with Advent Software. Trent earned a degree from Illinois State University and holds Series 7, 24, and 63 licenses.

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