skip schweiss Archives - Sierra Investment Management

Skip Schweiss Gives 6 Tips to Advisors Wanting to Enter the Retirement Plan Market

By advising retirement plans, advisors have an opportunity to broaden their relationship with small companies and diversify their own business, says Anthony Bunnell, head of retirement and nonqualified solutions at Morgan Sta [...]

ThinkAdvisor Interview With Skip Schweiss: “2023 Is the Year of the TAMP”

Experts from a diverse set of firms have emphasized the point in recent discussions with ThinkAdvisor, including Skip Schweiss, the current CEO of Sierra Investment Management and former president of TD Ameritrade Trust Co [...]

Sierra Chief Executive Officer, Skip Schweiss

ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”

As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambri [...]

Sierra CEO Skip Schweiss on ‘IN the Office’ with Gregg Greenberg

Sierra Investment Management CEO Skip Schweiss sits down with InvestmentNews anchor Gregg Greenberg to discuss the importance of having a 'sell discipline,' as well as why Sierra utilizes a rules-based methodology for managin [...]

Barron’s: Sierra Makes 2 Key Hires As It Plans Further Growth

Sierra Investment Management hired two new investment professionals for its leadership team as it seeks to expand its asset management operations and client services The firm is part of the Sierra Group of Companies, which las [...]