John Barton Yun Swarr
Analyst-Fixed Income at Penn Mutual Asset Management LLC
Profile
Mr. John B.
Swarr, CFA, is an Investment Specialist at Penn Mutual Asset Management LLC.
He is responsible for the research and trading of structured products, including agency and non-agency residential mortgage-backed securities.
Most recently, he worked on hedging programs for Indexed Universal Life (IUL), Variable Annuity (VA) and fixed income accounts.
His primary responsibilities included developing, executing, analyzing and reporting of strategies for equity and interest rate risk management.
In 2012, he joined Penn Mutual as an actuarial analyst where he worked on the firm’s asset/liability management and hedging programs.
He earned a Bachelor of Arts degree in Economics, Applied Mathematics and Statistics from The Johns Hopkins University.
He has been a Chartered Financial Analyst Charterholder since 2017.
He also has been an Associate of the Society of Actuaries since 2017.
John Barton Yun Swarr active positions
| Companies | Position | Start |
|---|---|---|
Penn Mutual Asset Management LLC
 Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Analyst-Fixed Income | 2011-12-31 |
Training of John Barton Yun Swarr
| The Johns Hopkins University | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
Penn Mutual Asset Management LLC
Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Finance |
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