We are pleased to share that IEQ Capital Co-Founder and Managing Partner Robert Skinner has been named to Forbes America’s Top Wealth Advisors list and recognized as a Best-in-State Wealth Advisor for Northern California.
This recognition reflects his long-standing work advising ultra-high-net-worth individuals, families, and institutions, as well as his disciplined approach to investing in an evolving market environment increasingly shaped by innovation-driven businesses.
Skinner serves as Co-Founder and Managing Partner of IEQ Capital and chairs the firm’s Investment Committee. Over more than two decades, he has advised clients across market cycles, with an emphasis on tax-aware portfolio construction, risk management, and selective opportunity identification across public and private markets.
IEQ’s investment approach focuses on how technology is reshaping the economy and where that creates real, lasting advantages. The businesses that lead their markets tend to be those that innovate quickly, scale effectively, and continually reinvest to stay ahead.
Applying Experience to Clients and the Firm
Rob serves as Chairman of IEQ Capital’s Investment Committee, guiding portfolio strategy and investment selection. Over more than two decades, he has advised clients across market environments, with a focus on tax-aware portfolio construction, risk management, and selective opportunity identification.
For clients, this translates into a thoughtful balance of long-term discipline and adaptability, designed to navigate complexity while aligning portfolios with changing opportunities.