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How RIA industry execs took on the ultimate teamwork challenge: Conquering the highest summit in the lower 48

Training regimens for the group -- including a Green Beret and a Gulf War veteran -- ranged from crossing the Brooklyn Bridge to Google searches for portable bottles of oxygen

Thursday, July 12, 2012 – 3:35 PM by Eric Clarke Guest Columnist
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Eric Clarke and Chip Roame atop Mount Whitney

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Skip Schweiss exit from TD Ameritrade means the RIA custody business lost its most visible corporate-paid advocate -- for the moment

TD's now ex-managing director of advisor advocacy is set to become the FPA president, but most peers agree the 58-year-old is poised to 'write his ticket' with another custodian or national RIA

August 5, 2020 – 9:33 PM

Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million

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April 30, 2019 – 5:25 PM

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

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February 10, 2022 – 2:22 AM

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 – 11:40 PM

See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

BrightScope, Inc.
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Bill Winterberg

Bill Winterberg

July 12, 2012 — 2:40 PM

What a great story of teamwork and adventure. Thank you Eric for sharing and to Brooke for posting.

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