Skip Schweiss, CFP® is Chief Executive Officer at Sierra Investment Management. He oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors. Skip previously served as president of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy for TD Ameritrade Institutional. Before joining TD Ameritrade, Skip spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services. Skip earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He is past bo


Skip Schweiss
Chief Executive Officer
Sierra Investment Management
United States, Colorado, Parker
About Me
Profile Information
Chief Executive Officer
Sierra Investment Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Parker
Colorado
United States
Feb 23, 2025
Work Experience
Committee for the Fiduciary Standard
Treasurer Aug 2022 - Present
Email: skip.schweiss@sierrainvestment.com
Sierra Investment Management
Chief Executive Officer Sep 2021 - Present
Email: skip.schweiss@sierrainvestment.com
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