Robert John Skinner

Chief Executive Officer at

IEQ Capital LLC

Finance

Consumer Services

Profile

Mr. Robert J.
Skinner, II, is a Founder & Managing Partner 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
IEQ Capital LLC IEQ Capital LLC Investment ManagersFinance IEQ creates customized solutions that can utilize both public markets and exclusive private investment opportunities. The firm seeks to generate predictable cash flow, minimize downside market volatility, maximize the power of compounding returns, and more.	Chief Executive Officer	2018-12-31

All active positions of Robert John Skinner

Former positions of Robert John Skinner

Companies	Position	End
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Portfolio Manager-Equities	2019-04-30
Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit.	Founder	-
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Corporate Officer/Principal	-
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-

See the detail of Robert John Skinner's experience

Training of Robert John Skinner

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Robert John Skinner's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit.	Finance
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FIAM LLC FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.	Finance
IEQ Capital LLC IEQ Capital LLC Investment ManagersFinance IEQ creates customized solutions that can utilize both public markets and exclusive private investment opportunities. The firm seeks to generate predictable cash flow, minimize downside market volatility, maximize the power of compounding returns, and more.	Finance