![Don Swain](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
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.
Precedenti posizioni note di Don Swain
| Società | Posizione | Fine |
|---|---|---|
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 |
Formazione di Don Swain
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
10
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
