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Robert John Skinner
Chief Executive Officer at IEQ Capital LLC
Profile
Mr. Robert J.
Skinner, II, is a Co-Chief Executive Officer & Founder at IEQ Capital LLC.
He has served as a financial adviser to wealthy families and institutional investors for over two decades.
Mr. Skinner also sits on the Investment Committee at IEQ Capital.
Mr. Skinner began his career at Fidelity Investments in 1995, before joining Merrill Lynch as First Vice President of Investments.
In 2008, Mr. Skinner co-founded Luminous Capital, an independent Registered Investment Advisory firm.
At Luminous, he served as Chief Investment Officer, Co-Head of Investment Research, and Co-Manager of Portfolio Construction.
Luminous Capital managed assets when it was acquired by First Republic Bank in 2012.
At First Republic Bank, Mr. Skinner served as Senior Managing Director and Wealth Manager.
Mr. Skinner has been named one of "America’s Top Wealth Advisors" by Forbes.
In addition, Barron's named him annually as one of “America’s Top 100 Financial Advisors” from 2015 to 2019, and as one of "America's Top 100 Independent Wealth Advisors" from 2015 - 2018.
In 2020, Barron's named IEQ Capital one of "America's Top RIA Firms," citing Mr. Skinner as one of the firm's top executives.
Mr. Skinner holds a Bachelor of Arts in Political Science from the University of Connecticut.
Robert John Skinner active positions
Companies | Position | Start |
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IEQ Capital LLC
![]() IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Chief Executive Officer | 2018-12-31 |
Former positions of Robert John Skinner
Companies | Position | End |
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JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portfolio Manager-Equities | 2019-04-30 |
Luminous Capital LLC
![]() Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | Founder | - |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Training of Robert John Skinner
University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 5 |
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Luminous Capital LLC
![]() Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
IEQ Capital LLC
![]() IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Finance |
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