Skip Schweiss
Vorstandsvorsitzender bei Sierra Investment Management, Inc.
Profil
Mr. Skip Schweiss is a Chief Executive Officer at Ocean Park Asset Management LLC and at Sierra Investment Management, Inc. He oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors.
Mr. Schweiss previously served as President of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy for TD Ameritrade Institutional.
Before joining TD Ameritrade, he spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services.
Mr. Schweiss earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado.
Aktive Positionen von Skip Schweiss
| Unternehmen | Position | Beginn |
|---|---|---|
Sierra Investment Management, Inc.
 Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Vorstandsvorsitzender | 01.09.2021 |
Wright Fund Management LLC
 Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Vorstandsvorsitzender | 01.10.2021 |
Ehemalige bekannte Positionen von Skip Schweiss
| Unternehmen | Position | Ende |
|---|---|---|
TD Ameritrade Trust Co.
 TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Corporate Officer/Principal | 01.08.2020 |
Fiserv Trust Co.
 Fiserv Trust Co. Investment Trusts/Mutual FundsMiscellaneous Fiserv Trust Co. provides asset custody, trust and back office support services to investment professionals and investors. Its services include transaction processing, outsourcing, business process outsourcing, software and systems solutions. The company was founded in 1957 and is located in Denver, CO | Corporate Officer/Principal | 01.02.2008 |
Ausbildung von Skip Schweiss
| University of South Dakota | Undergraduate Degree |
| University of Colorado Denver | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Sierra Investment Management, Inc.
Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Finance |
TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Finance |
Fiserv Trust Co.
Fiserv Trust Co. Investment Trusts/Mutual FundsMiscellaneous Fiserv Trust Co. provides asset custody, trust and back office support services to investment professionals and investors. Its services include transaction processing, outsourcing, business process outsourcing, software and systems solutions. The company was founded in 1957 and is located in Denver, CO | Miscellaneous |
Wright Fund Management LLC
Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Finance |
