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How a band of advisor-execs scaled 5,000 sunless feet to the summit of the Half Dome -- and the lessons the exploit yields for growing RIAs

Advisors donned headlamps, assuming considerable risk effecting the nighttime ascent in Yosemite -- including an encounter with a mama bear

Author Guest Columnist Skip Schweiss July 18, 2014 at 3:05 PM
Admin:
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Skip Schweiss in front of the Nevada Falls: The plan was to go out in waves .... We almost needed an algorithm to figure it all out.

Related Moves

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

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

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August 5, 2020 at 9:33 PM

Cetera hiring Mike Durbin as CEO -- overseeing its existing 'CEO' -- completes Genstar's stellar HR week after it put Charles Goldman atop Orion's board -- with 'exponential' growth in mind for the 'middle market' companies

The Los Angeles broker-dealer nabbed the Fidelity legend to take its $118-billion AUM and 8,000 advisors higher, just as Orion -- also majority owned by Genstar -- makes a similar move.

May 18, 2023 at 1:46 AM

Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

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October 29, 2022 at 12:02 AM

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

inStream Solutions
Financial Planning Software
Top Executive: Alex Murguia

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




Pete Giza

Pete Giza

July 20, 2014 — 2:44 PM

Skip,

What no pictures of you and Eric playing cards while bivouacked on Half Dome’s face?! :-D

Pete

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