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Skip Schweiss

Chief Executive Officer

Sierra Investment Management

United States, Colorado, Parker

About Me

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

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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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