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Perfil
Mr. Swain joined Wealth Management LLC in May 2005.
Graduating from University of Wisconsin-Oshkosh with a Bachelors Degree in Economics and Finance, he brings new ideas and enthusiasm to the Wealth Management Team.
Mr. Swain has passed Level I of the Chartered Financial Analyst (CFA) examination and is currently a Level II candidate.
In his spare time, he enjoys going bowling, boating, strategy games, history and spending time with his family.
Antiguos cargos conocidos de Don Swain.
| Empresas | Cargo | Fin |
|---|---|---|
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Wealth Management uses asset allocation/sector rotation methodologies to manage separate portfolios. The firm manages proprietary investment funds that focus on absolute returns with volatility lower than conventional stock and bond portfolios. | Analyst-Equity | 30/04/2009 |
Formación de Don Swain.
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10
Relaciones de 1er grado
2
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Wealth Management uses asset allocation/sector rotation methodologies to manage separate portfolios. The firm manages proprietary investment funds that focus on absolute returns with volatility lower than conventional stock and bond portfolios. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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