Non-RPG Affiliate/Consultant, Western US Region
Skip has nearly 36 years in the investment business, starting with Dean Witter Morgan Stanley in 1980, where he spent about 20 years and managed over 100 million in client assets. Prior to joining GenCap Portfolio Management as an Independent Contractor, he worked with Quantum Capital Management and also spent about 9 years in private practice. Skip has served as a keynote speaker with Charles Schwab’s National retirement conference regarding ETFs in the pension and retirement planning arena. Skip was one of the early innovators of utilizing ETFs, lifestyle strategies and open architecture in the 401k space. Skip received his BS degree in Business Administration from California Western School of Business – United States International University. He has served on the adjunct faculty business department at a local Bay area College and served in the United States Navy both on active and reserve duty. An avid windsurfer, skier and sailor, Skip has two stepchildren and one son.