Experienced Analysts
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Carl Roberts
Carl Roberts is the founder and Chief Investment Analyst of Skyline, boasting over 25 years of investment experience. With expertise spanning stocks, futures, forex, cryptocurrencies, and bonds, he leads a team of approximately 70 investment analysts. Currently, he oversees the management of over 800 investment portfolios, encompassing various products such as stocks, futures, forex, and cryptocurrencies, with total assets under management totaling $1.5 trillion. Having served as a senior investment advisor at Goldman Sachs, Merrill Lynch, and other firms, Carl Roberts founded Skyline in 2010. He holds a Master's degree in Finance from Boston College and is a Chartered Financial Analyst (CFA) charterholder. Additionally, he is a member of the Boston CFA Society and the CFA Institute.
Joe Neary
Joe Neary is Chief Risk Officer at Skyline. Mainly responsible for ensuring Skyline's overall risk profile. Prior to joining Skyline, Joe served as CCO of Park Avenue Securities, investment advisory CCO of AIG Advisor Group and CCO of Royal Alliance. Joe began his financial services career in 1997 as a compliance officer and legal counsel for Prudential Financial and Marsh & McLennan, where his responsibilities included focused oversight of wholesale broker-dealer activities, product manufacturing, financing and retirement services. Joe also has experience managing allocation risk oversight for direct investments and investment banking.
Jose M. Rosario
Jose M. Rosario is currently an investment analyst at Skyline. He has served as an international client advisor at Merrill Lynch. He is very experienced in managing investment portfolios and is committed to helping international clients achieve their ideal lifestyle and leave eternal wealth. Therefore, Earned the lofty title of International Client Advisor.
Lisa Ahrens
Lisa Ahrens, currently a financial advisor at Skyline, was formerly a director in Baker Tilly's financial services risk advisory practice, where she has provided risk advisory services to financial institutions and fiduciary clients since 2003. Her extensive knowledge of the operating environment of the financial institutions industry enables her to share and help clients implement leading industry practices.
Megan M. Stirrat
Megan M. Stirrat is currently Skyline's top financial advisor. She once served as Forbes' top female wealth advisor and has nearly 30 years of industry experience. Four years ago, she teamed up with Hart, who has a background in entertainment and strategic business consulting. Together, they take a collaborative approach to comprehensive wealth management by delivering highly customized, goal-based investment strategies and plans.
Kristin Alinder
Chris is a director in Baker Tilley's private wealth practice and a financial advisor at Skyrim Capital Investment Advisory. Over 25 years of experience working with high net worth individuals, executives, multi-generational wealth families and family offices. She is responsible for a variety of services at Baker Tilly, Skyline Capital Investment Consulting, developing forward-thinking, customized solutions for each client.
Jenifer Kerr
Jenifer Kerr is Skyline’s Chief Human Resources Officer, focused on working closely with organizational leaders to increase employee engagement and satisfaction. The scope of her leadership includes assisting Cetera affiliated finance professionals in delivering exceptional service and support, overseeing strategies to drive talent acquisition and development, and working to create a more diverse, effective and inclusive culture. She previously served as a human resources leader for multiple technical and sales teams at Amazon. She also held various human resources positions at Lenovo and Dell, gaining extensive industry experience. Jenifer's leadership philosophy focuses on aligning business and people agendas while working to create a workplace where employees thrive. She holds a Bachelor of Arts in History from the University of Redlands