Keith D. Swanson
Portfolio Manager-Equities presso BENSLER LLC
Profilo
Mr. Keith D.
Swanson, CFA, is a Portfolio Manager at Bensler LLC.
Mr. Swanson was previously employed as a Portfolio Manager by Pacific Financial Group, Inc. and a Portfolio Manager by Washington Capital Management, Inc.
He received his Bachelor of Arts degree in business from the University of Washington and his Masters of Science degree in finance from Seattle University.
Posizioni attive di Keith D. Swanson
Società | Posizione | Inizio |
---|---|---|
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC is an American financial advisory company that helps clients create comprehensive financial strategies. The private company emphasizes building long-term relationships with clients and their assets. Bensler was founded by Jeffrey John Hensler and James Richard Beatty. | Portfolio Manager-Equities | 01/11/2021 |
Precedenti posizioni note di Keith D. Swanson
Società | Posizione | Fine |
---|---|---|
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Portfolio Manager-Equities | 01/03/2000 |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Portfolio Manager-Equities | - |
Formazione di Keith D. Swanson
University of Washington | Undergraduate Degree |
Seattle University | Graduate 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 | 3 |
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Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Finance |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC is an American financial advisory company that helps clients create comprehensive financial strategies. The private company emphasizes building long-term relationships with clients and their assets. Bensler was founded by Jeffrey John Hensler and James Richard Beatty. | Finance |
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