![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>)
Profil
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.
Anciens postes connus de Don Swain
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Don Swain
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Sociétés cotées
Entreprise privées
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10
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 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 |
