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Donald Allen Swain
Chief Investment Officer at
Professional Financial Management, Inc.
Profile
Mr. Donald A. Swain, CFA, is a Partner & Chief Investment Officer at Professional Financial Management, Inc. He designs, evaluates, and directs all aspects of the firm’s investment programs, while incorporating risk management, diversification, and return optimization.
He monitors the debt and equity markets, focusing on valuations, trends, and macroeconomic indicators.
He also oversees the research, evaluation, and selection of investment vehicles and makes decisions to align the investment selections with the organization’s overall investment strategy.
He is directly responsible for all trading (stocks, bonds, ETFs, and mutual funds), performance reporting, and asset allocation strategy.
As Chief Investment Officer, he leads the firm’s Investment Committee.
Mr. Swain was previously employed as an Investment Analyst by Wealth Management LLC.
He received his undergraduate degree from the University of Wisconsin.
He earned Chartered Financial Analyst designation in 2010 and is currently a member of the CFA Society of Milwaukee.
Donald Allen Swain active positions
| Companies | Position | Start |
|---|---|---|
Professional Financial Management, Inc.
 Professional Financial Management, Inc. Investment ManagersFinance PFM’s asset allocation investment recommendations are driven by fundamental factors and dominated by their perception of client risk tolerance and the client’s goals and objectives. | Chief Investment Officer | 2010-06-30 |
Former positions of Donald Allen Swain
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | 2009-03-31 |
Training of Donald Allen Swain
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
86
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance PFM’s asset allocation investment recommendations are driven by fundamental factors and dominated by their perception of client risk tolerance and the client’s goals and objectives. | Finance |
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