Skip Schweiss
Directeur Général chez Sierra Investment Management, Inc.
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Dave Wright | M | - |
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.
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. | 37 ans |
| Ken Sleeper | M | 78 |
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.
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. | 37 ans |
| Ryan Andreas Harder | M | - |
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. | 2 ans |
| James Edwin St. Aubin | M | - |
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. | 2 ans |
| Marshall Quan | M | - |
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. | 2 ans |
| Boris Stilman | M | - |
University of Colorado Denver
| 33 ans |
| Thomas Altman | M | - |
University of Colorado Denver
| 34 ans |
| Douglas Loeffler | M | - |
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. | 3 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Roger D'Sa | M | - |
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). | - |
| Abdul Aziz Muhammad Al-Osseimi | M | - |
University of South Dakota
| 3 ans |
| James Gordon Reilly | M | - |
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). | - |
| Daniel Newell | M | - |
University of South Dakota
| 2 ans |
| Thomas Kendall Vance | M | - |
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). | - |
| Michael O'Connor | M | - |
University of South Dakota
| 4 ans |
| Dave Flanagan | M | - |
University of Colorado Denver
| 4 ans |
| David J. Huls | M | - |
University of South Dakota
| 4 ans |
| Viraj K. Desai | M | - |
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). | - |
| Jill LaVerdure | F | - |
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 | 7 ans |
| Thomas H. Steinberger | M | - |
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 | 9 ans |
| David Wolenski | M | 62 |
University of Colorado Denver
| 2 ans |
| Thomas Clinton Beadnell | M | - |
University of South Dakota
| 5 ans |
| Randy Lee Tripp | M | - |
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). | - |
| Jared Lee Johnson | M | - |
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). | 3 ans |
| Paul Evangel Petera | M | - |
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). | - |
| Ayman Abdul Rahim Ayyash | M | 62 |
University of South Dakota
| 4 ans |
| Jim Dale | M | - |
University of Colorado Denver
| 2 ans |
| Rick Johnson | M | - |
University of South Dakota
| 4 ans |
| Dodi Iskandar | M | 64 |
University of Colorado Denver
| 1 ans |
| Kent J. Harer | M | 66 |
University of South Dakota
| 4 ans |
| Joseph Reuter | M | 62 |
University of South Dakota
| 4 ans |
| Jon Fox | M | - |
University of Colorado Denver
| 4 ans |
| Frank Homan | M | - |
University of South Dakota
| 4 ans |
| Joanne R. Ratkai | F | - |
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 | 14 ans |
| James Sorensen | M | - |
University of South Dakota
| 4 ans |
| Helen Z. Cousins | F | - |
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 | 5 ans |
| Gary Begeman | M | 65 |
University of South Dakota
| 4 ans |
| Greg Schmieding | M | - |
University of South Dakota
| 2 ans |
| Brian Larson | M | - |
University of South Dakota
| 4 ans |
| G. Mickelson | M | 58 |
University of South Dakota
| 4 ans |
| Sandy Horst | F | - |
University of South Dakota
| 4 ans |
| Barry D. Weiss | M | - |
University of South Dakota
| 4 ans |
| Michael Buckingham | M | 66 |
University of South Dakota
| 4 ans |
| Brad Hanson | M | 59 |
University of South Dakota
| 4 ans |
| Duncan Gallagher | M | 64 |
University of South Dakota
| 4 ans |
| Matt Clark | M | - |
University of South Dakota
| 4 ans |
| Sherry Nelson | F | - |
University of South Dakota
| 4 ans |
| Brett Lay | M | 61 |
University of Colorado Denver
| 4 ans |
| Elizabeth Thompson | F | - |
University of South Dakota
| 4 ans |
| Joel Portice | M | - |
University of South Dakota
| 5 ans |
| Matthew Lee Neff | M | - |
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 | 8 ans |
| Curtis C. Hinkelman | M | - |
University of South Dakota
| 4 ans |
| Rhonda Kavanagh | F | - |
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 | 8 ans |
| Susan Zimmerman | F | - |
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 | 6 ans |
| Nancy White | F | 56 |
University of South Dakota
| 4 ans |
| Thomas John | M | - |
University of South Dakota
| - |
| Billy Sindoro | M | - |
University of South Dakota
| 2 ans |
| Frank W. Rash | M | - |
University of South Dakota
| 1 ans |
| Corey John Wrenn | M | - |
University of South Dakota
| 4 ans |
| Jeffrey Norman Sime | M | - |
University of South Dakota
| 4 ans |
| Jennifer Neppel | F | - |
University of Colorado Denver
| 1 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 60 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Skip Schweiss
- Réseau Personnel
