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John Swanson
Fondatore presso Sheppard Wealth Management LLC
Posizioni attive di John Swanson
Società | Posizione | Inizio | Fine |
---|---|---|---|
Sheppard Wealth Management LLC | Fondatore | 01/01/2014 | - |
Presidente | 01/01/2014 | - |
Storia della carriera di John Swanson
Precedenti posizioni note di John Swanson
Società | Posizione | Inizio | Fine |
---|---|---|---|
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 01/04/2002 | - |
Pacificor LLC
![]() Pacificor LLC Investment ManagersFinance Pacificor LLC is an independent hedge fund management firm headquartered in Scottsdale, Arizona. The firm was originally founded by the late Michael Klein as Peritus Asset Management LLC in 1995 and became a Limited Liability Corporation in 2001. In April 2002, all assets and employees of Peritus Asset Management were acquired by Core Wealth Management LLC. In January 2007, Core Wealth Management LLC changed their name to Pacificor LLC. The firm manages private investment funds for high net-worth individuals and institutions. | Corporate Officer/Principal | 01/01/2002 | 01/01/2002 |
Merrill Lynch Private Client Group
![]() Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Corporate Officer/Principal | - | - |
Peritus Asset Management LLC
![]() Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds. | Corporate Officer/Principal | 01/01/2001 | - |
Freestone Capital Management LLC
![]() Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Corporate Officer/Principal | 01/01/2012 | - |
Formazione di John Swanson
Westmont College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Corporate Officer/Principal | 5 |
Undergraduate Degree | 1 |
Founder | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
Freestone Capital Management LLC
![]() Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Pacificor LLC
![]() Pacificor LLC Investment ManagersFinance Pacificor LLC is an independent hedge fund management firm headquartered in Scottsdale, Arizona. The firm was originally founded by the late Michael Klein as Peritus Asset Management LLC in 1995 and became a Limited Liability Corporation in 2001. In April 2002, all assets and employees of Peritus Asset Management were acquired by Core Wealth Management LLC. In January 2007, Core Wealth Management LLC changed their name to Pacificor LLC. The firm manages private investment funds for high net-worth individuals and institutions. | Finance |
Merrill Lynch Private Client Group
![]() Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Peritus Asset Management LLC
![]() Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds. | Finance |
Sheppard Wealth Management LLC |
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