Skip Schweiss, a long-time executive at TD Ameritrade Inc., has been appointed chief executive of Santa Monica, California-based Sierra Group of Cos., effective Oct. 1.
The Sierra Group manages or advises on more than $9 billion in assets. It’s made up of Sierra Investment Management Inc., Ocean Park Asset Management Inc. and Wright Fund Management, which manages the Sierra Mutual Funds.
Schweiss is currently serving a one-year term as president of the Financial Planning Association.
Schweiss will be the Sierra Group’s first CEO. The company’s co-founders, David Wright and Kenneth Sleeper, will continue to focus on investment management and working with clients, while Schweiss focuses on growing the company, according to a press release.
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