Sam Swift
Amministratore Delegato presso TCI Wealth Advisors, Inc.
Profilo
Mr. Samuel T.
Swift, CFA, is a Advisor of Retirement Plans & Shareholder at TCI Wealth Advisors, Inc. He joined TCI in 2006 and became a shareholder in 2012.
He is a board member and volunteer teacher for the TCI Foundation.
He is also the President of the Board of Directors for the Primavera Foundation.
Mr. Swift earned his Bachelor of Science in Finance from the Eller College of Management at the University of Arizona.
He earned the Chartered Financial Analyst designation from CFA Institute in 2010 and became a CFP professional in 2013.
Posizioni attive di Sam Swift
| Società | Posizione | Inizio |
|---|---|---|
TCI Wealth Advisors, Inc.
 TCI Wealth Advisors, Inc. Investment ManagersFinance TCI Wealth Advisors, Inc. (TCI) is an independent, SEC-registered investment advisor headquartered in Tucson, Arizona. Formerly known as The Conservative Investor, the firm was founded in 1990 by Robert Swift, Jr. TCI provides investment advisory services to individuals, high net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Amministratore Delegato | 01/01/2023 |
Formazione di Sam Swift
| University of Arizona | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. Investment ManagersFinance TCI Wealth Advisors, Inc. (TCI) is an independent, SEC-registered investment advisor headquartered in Tucson, Arizona. Formerly known as The Conservative Investor, the firm was founded in 1990 by Robert Swift, Jr. TCI provides investment advisory services to individuals, high net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
- Borsa valori
- Insiders
- Sam Swift
