Skip Schweiss, President of TD Ameritrade Trust Company, is responsible for TD Ameritrade Institutional's Retirement Plan Solutions platform, providing tools and support that can help independent RIAs build and grow a retirement plan business.
Schweiss is also the Managing Director of Advisor Advocacy & Industry Affairs, charged with increasing TD Ameritrade Institutional's participation and voice in the financial services industry, and with identifying key issues of importance to investment advisors and their clients.
Schweiss is widely recognized as a leading advocate supporting the fiduciary standard and the RIA model. In 2017, Investment Advisor readers named him to the magazine's first-ever Readers' Choice list of top 25 influencers. In 2016, he received the Insider's Forum Leadership Award and was elected to the Financial Planning Association's board of directors. Schweiss also was named the 2015 Fiduciary of the Year by the Committee for the Fiduciary Standard, and in 2014 was recognized by Investment Advisor editors as one of the 25 most influential industry figures.
Prior to his appointment at TD Ameritrade, Schweiss held a variety of management positions at Fiserv Investment Support Services, including serving as Executive Vice President of Fiserv Trust Company, which was acquired by TD Ameritrade Holding Corporation in February 2008.
Schweiss holds a B.S. in business administration from the University of South Dakota and a M.S. in finance from the University of Colorado. He has completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business. He holds Series 7 and 24 securities licenses and is a member of the Financial Planning Association.
Matthew Judge is responsible for Wealth Management Solutions for independent Registered Investment Advisors on the TD Ameritrade Institutional platform. This includes responsibility for TD Ameritrade Institutional's Managed Solutions programs, cash management, retirement plans, research and Estate Planning relationships.
Joining the Company in 1996, Judge has served in various roles within Brokerage Services and Customer Service. For the past several years, he served as a Director in the Product & Strategy group focusing on products and services to help RIAs enhance their practices. Judge also works with the Advisor Panel, a group of select RIA clients that provide feedback and input on TD Ameritrade Institutional's platform for advisors.
He received a B.A. from Clemson University and holds Series 7, 10, 63 and 65 Securities Licenses. Judge is also completing the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.