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.
Important Disclosures
The Forbes America’s Top Wealth Advisors and Best-In-State Wealth Advisors rankings, dated April 7, 2026, are produced annually by SHOOK Research, with data as of June 30, 2025. The rankings are based on qualitative and quantitative factors including industry experience, assets under management, compliance records, and client service models. Portfolio performance is not a criterion. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/ / https://www.forbes.com/sites/rjshook/2026/01/07/methodology-best-in-state-wealth-management-teams-2026/
This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
IEQ Capital, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For qualified investors only. This material is provided for informational purposes and should not be construed as investment, tax, accounting, or legal advice.