We offer professional investment solutions and
high-quality asset managementservices to
ensure the continuous appreciation of your assets.
Together, we aim for a win-win situation,
ensuring ongoing asset growth.
We have an experienced team
It has more than a dozen
professional analysts.
Our mission is to assist
our clients in creating enduring
and stable value.
Our team possesses extensive
industry experience and unique
analytical capabilities
in the investment field.
We establish long-term
cooperative partnerships
with our clients and
always prioritize their interests.
We were established in 2009 and are a company dedicated to providing excellent investment advisory services. As a stock investment firm, we have a team of experienced and dynamic analysts, including over a dozen professional analysts.
Our mission is to help our clients achieve their investment goals and provide them with the best investment solutions. We firmly believe that through thorough research and professional investment management, we can create lasting value for our clients.
The Skyline team has decades of experience in the investment field and possesses specialized and unique analysis skills in stock investments. Our analysts constantly improve their knowledge and skills, with a deep financial background and extensive market knowledge ⋯
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 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 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, 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 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.
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 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
2024/03/13
LONDON, March 13 (Reuters) - As bitcoin's price reaches new heights, attention is turning to its upcoming "halving" and whether it is playing a role in its ascent. Depending on where you sit, the halving is a vital event that will burnish bitcoin's value as an increasingly scarce commodity, or nothing more than a technical change talked up by speculators to inflate its price. But what exactly is it, and does it really matter?
2024/05/01
NEW YORK, May 1 (Reuters) - The yen soared against the U.S dollar late on Wednesday, as market participants suspected Japan's monetary authorities were in the market to prop up the beleaguered currency.
2024/04/29
April 29 (Reuters) - The yen jumped against the dollar on Monday, with traders citing yen-buying intervention by Japanese authorities as a trigger for the bounce in a currency languishing at levels last seen over three decades ago.
2024/04/28
NEW DELHI, April 28 (Reuters) - An equal joint venture between India's Adani Enterprises (ADEL.NS), opens new tab and private data centre operator EdgeConneX said on Sunday it has secured financing from lenders of up to $1.44 billion to build data centres.
2024/04/25
Yen at weakest level vs dollar since 1990 Weakness to persist while rates gap is wide - traders BOJ expected to leave rates on hold
2024/04/23
JOHANNESBURG, April 23 (Reuters) - South Africa's rand reversed some of its losses on Tuesday as global investor concerns over rising tensions in the Middle East receded.
2024/04/22
FTSE 100 up 1.6%, FTSE 250 adds 1.1% Tyman surges on $976 million buyout deal Mobico's shares hit record low as CFO exits Hipgnosis Songs Fund climbs after Blackstone's $1.5 bln offer Investors see first BoE rate cut by August
2024/04/19
April 19 (Reuters) - Shares of Donald Trump's media and technology company rose over 3% on Friday after it asked the Nasdaq exchange to help prevent alleged market manipulation in its shares by so-called "naked" short sellers.
2024/04/18
NY Fed President Williams sees no current case for rate cuts Reuters poll: Fed to cut rates in Sept, then once more U.S., Japan, Korea make currency statement
2024/04/16
NEW YORK, April 15 (Reuters) - Wall Street's bosses are finally seeing signs of a broader pickup in investment banking, but they are not cheering too loudly just yet.
2024/04/14
April 14 - Oil prices, which hit a six-month high on Friday,
2024/04/12
The euro dropped to its lowest level in five months on Friday after the European Central Bank signalled it could soon cut rates even with a hot U.S. economy likely forcing the Federal Reserve to hold fire until later in the year.
2024/04/10
Tesco climbs as it forecasts profit rise Stronger-than-expected U.S. CPI spurs risk-off mood IQE forecasts strong order book, shares up FTSE 100 up 0.3%, FTSE 250 adds 0.2%
2024/04/01
Chip stocks advance; semiconductor index up 1.2% AT&T down after reporting data leak Indexes: Dow down 0.6%, S&P 500 down 0.2%, Nasdaq up 0.1%
2024/03/21
March 21 (Reuters) - Memory chipmaker Micron Technology (MU.O)surged to a record high on Thursday after its strong revenue forecast fanned optimism that soaring demand for AI hardware would take the Nvidia supplier to new peaks.
2024/03/19
March 19 (Reuters) - Super Micro Computer (SMCI.O)said on Tuesday it will sell 2 million shares that could fetch around $2 billion, sending the AI server maker's shares 11% lower.
2024/03/13
Dividends balloon to record high in 2023 Banks contribute half of growth Mining sector delivers cuts Outlook for 2024 positive
2024/03/13
Dollar Tree to close nearly 1,000 stores, shares drop Intel down on report Pentagon scraps $2.5 bln chip grant plan Indexes: Dow up 0.1%, S&P 500 down 0.2%, Nasdaq down 0.5%
2024/03/01
NEW YORK, March 1 (Reuters) - As fervor for artificial intelligence sweeps Wall Street, some investors are seeking bargains in more conventional areas of the stock market.
2024/02/28
U.S. Q4 economic growth revised slightly lower Applied Materials slips following SEC subpoena UnitedHealth drops after report of antitrust probe Indexes down: Dow 0.06%, S&P 500 0.17%, Nasdaq 0.55%
2024/02/27
Feb 26 (Reuters) - A global equities index fell slightly on Monday after hitting record highs last week, as investors took a breather ahead of the next batch of U.S. economic data, while oil prices rallied on concerns about shipping disruptions.
2024/02/27
Feb 26 (Reuters) - Shares of Houston-based Intuitive Machines (LUNR.O), opens new tab slumped more than 25% on Monday after the space exploration firm said its Odysseus moon lander had tipped over and was resting on its side.
2024/01/26
Jan 25 (Reuters) - The new year has brought some new math for anyone running their retirement planning numbers.