Beth Boyd
Chief Operating and Compliance Officer
SkyOak Capital Las Vegas, Nevada
Phone: (702) 448-7474
Email: [email protected]
Beth Boyd is the Chief Operating and Compliance Officer of SkyOak Capital, Inc., responsible for business operations, client service and regulatory compliance across the firm’s Las Vegas, Medford and San Francisco offices. She has more than 25 years of business operations experience, nearly 15 of them in financial services, and joined SkyOak Capital in 2020.
At a glance
Name | Beth Boyd |
| Title | Chief Operating and Compliance Officer, SkyOak Capital, Inc. |
| Office | Las Vegas (Headquarters) | Serving Clients Nationwide |
| Years in business operations | 25+ |
| Years in financial services | 15 |
| With SkyOak Capital since | 2020 |
| Chief Compliance Officer of record | Yes |
| Phone | (702) 448-7474 |
| [email protected] | |
What Beth does at SkyOak Capital
Beth oversees the operational and compliance functions that keep SkyOak Capital running smoothly and support the client experience. On the operations side, she oversees account opening and transfers, custodian relationships, reporting, billing and client portals. As Chief Compliance Officer, she is responsible for the firm’s compliance program, including written policies and procedures, annual reviews, regulatory filings, and ensuring that client agreements, fees and disclosures are accurate and consistent.
SkyOak’s offices operate through one centralized operations and compliance structure, helping ensure that clients receive a consistent experience regardless of which office or advisor they work with. This integrated approach allows the firm to maintain consistent service, reporting and compliance standards as SkyOak continues to grow.
Beth is passionate about client service and making sure clients and their families receive the attention and support they need. She takes a hands-on approach to resolving questions and helping clients navigate the administrative details of their financial lives, with a focus on making their experience with SkyOak as responsive, organized and seamless as possible.
Background
Beth spent more than a decade in marketing, sales and business operations before moving into the financial industry nearly fifteen years ago and joined SkyOak Capital in 2020 after relocating to Las Vegas from San Diego.
Outside the office
Beth moved to Las Vegas from San Diego after her three sons were grown. Raising them on her own is, in her words, the accomplishment she is proudest of, and now is thrilled to have a large blended family spread literally across the entire United States. Outside work she travels, boats, fishes, camps, hikes and plays games.
Questions about Beth Boyd
Who is SkyOak Capital’s chief compliance officer? Beth Boyd is SkyOak Capital’s Chief Operating Officer as well as the firm’s Chief Compliance Officer as named on its Form ADV. She is based at the Las Vegas headquarters and oversees compliance for all three offices.
Does Beth Boyd work with clients directly? Beth is not a financial advisor and does not provide investment advice. As SkyOak Capital’s Chief Operating Officer and Chief Compliance Officer, she oversees the firm’s operations, compliance and client service functions. Beth and her team assist clients with account servicing, paperwork, reporting and portal access, and she serves as a primary resource for questions regarding firm operations, fees and regulatory disclosures.
How do I reach SkyOak Capital’s operations team? Call (702) 448-7474 or email [email protected]. Existing clients can also log in to the SkyOak Capital client portal to view accounts and statements.
Disclosures
Beth Boyd is SkyOak Capital’s Chief Compliance Officer, named in the firm’s Form ADV Part 2A. She is not an investment adviser representative and does not provide investment advice.
Questions about the firm’s disclosure documents, policies or fee practices can be directed to her at (702) 448-7474.