Profilo
Mr. David G.
Swallow is a Managing Director & Fixed Income Portfolio Manager at Prio Wealth LP.
He takes on the responsibility of trading both equities and fixed income for all clients of the firm.
He works closely with relationships in the broker/dealer community to ensure that all clients receive the best execution.
Internally, he formulates and articulates investment strategy and positioning for Prio client bond portfolios.
He is a member of the Operations & Compliance committee.
He has worked in the finance industry for 20 years.
Prior to joining Prio in 2018, he spent 17 years at Standish Mellon, most recently as a senior trader on the municipal bond desk for the past 15 years.
He began his career at Standish as a mutual fund representative and a client service associate.
He received his undergraduate degree from the University of Kentucky.
Posizioni attive di David G. Swallow
Società | Posizione | Inizio |
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Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Trading-Equity | 01/04/2018 |
Formazione di David G. Swallow
University of Kentucky | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
- Borsa valori
- Insiders
- David G. Swallow