Rob Skinner, Founder, Managing Partner at IEQ Capital

Rob Skinner is a Founder and Managing Partner of IEQ Capital. He has served as a financial adviser to wealthy families and institutional investors for over two decades. Mr. Skinner also sits on the Investment Committee at IEQ Capital.

Mr. Skinner began his career at Fidelity Investments in 1995, before joining Merrill Lynch as First Vice President of Investments. In 2008, Mr. Skinner co-founded Luminous Capital, an independent Registered Investment Advisory firm, where he served as Chief Investment Officer, Co-Head of Investment Research, and Co-Manager of Portfolio Construction. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Skinner served as Senior Managing Director and Wealth Manager.

Mr. Skinner has been named one of "America’s Top Wealth Advisors" by Forbes. Barron's has named him as one of “America’s Top 100 Financial Advisors” and as one of "America's Top 100 Independent Wealth Advisors". IEQ Capital has also been recognized as a Top RIA by both Barron's and Forbes, both of which Mr. Skinner is cited as one of the firm's top executives.*

Active in the community, Mr. Skinner serves on the Board of Directors for The First Tee of Monterey County, the Board of Directors of the Pebble Beach Company Foundation. Mr. Skinner is a trustee of PGA REACH, the charitable foundation associated with PGA of America, as well as the Naval Postgraduate School Foundation. Mr. Skinner also serves on multiple private alternative investment advisory boards. He and his wife actively support the Monterey Peninsula Foundation, the Community Hospital of the Monterey Peninsula, the American Heart Association, Pebble Beach Company, the Santa Catalina School, the Stevenson School, the Monterey Museum of Art, and The Boys and Girls Club of Monterey.

Mr. Skinner holds a Bachelor of Arts in Political Science from the University of Connecticut.

Awards & Recognition

2023 Forbes America's Top 250
2023 Best-In-State
2021 Forbes America’s Top 250
2021 Best-In-State
2020 Forbes America’s Top 250
2020 Best-In-State
2019 Best-In-State
2019 Forbes America’s Top 250

Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s (September 2023). The annual ranking of independent advisory companies is based on both qualitative and quantitative criteria, including the assets a firm manages and the revenue those assets generate, its regulatory record, staffing levels and diversity, technology spending, and succession planning. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay a $15,000 annual membership for the right to be featured in Barron’s magazine itself (outside of the ranking) and for using Barron’s logo in our marketing pieces. More information can be found here: https://www.barrons.com/advisor/articles/the-top-independent-advisors-and-rias-how-to-pick-the-right-one-for-you-51663358400?tesla=y

The Forbes ranking of Best-in-State Wealth Advisors and America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G. The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.

The Forbes ranking of America’s Top RIA Firms is produced annually (October 2023). The ranking is developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=5d32bc5ee26d