![Skip Schweiss](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Skip Schweiss
Chief Executive Officer at Sierra Investment Management, Inc.
Skip Schweiss active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 2021-08-31 | - |
Portfolio Manager-Equities | 2021-08-31 | - | |
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. | Chief Executive Officer | 2021-09-30 | - |
Career history of Skip Schweiss
Former positions of Skip Schweiss
Companies | Position | Start | End |
---|---|---|---|
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 | 2008-01-31 | 2020-07-31 |
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 | 1987-12-31 | 2008-01-31 |
Training of Skip Schweiss
University of South Dakota | Undergraduate Degree |
University of Colorado Denver | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Chief Executive Officer | 2 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Skip Schweiss
- Experience