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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

Friday, July 18, 2014 – 3:05 PM by Guest Columnist Skip Schweiss
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

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

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

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

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

Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock

The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'

January 6, 2022 – 10:33 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

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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