Randy Swan
Chief Executive Officer at Swan Capital Management LLC
Profile
Randall William Swan is the founder of Swan Global Investments LLC, founded in 1997, where he currently holds the title of President & Lead Portfolio Manager.
He is also the founder of Swan Capital Management LLC, founded in 2012, where he holds the title of President & Chief Executive Officer.
In addition, Mr. Swan is the founder of Swan Global Management LLC, founded in 2014, where he currently holds the title of President & Lead Portfolio Manager.
Mr. Swan is also the founder of Swan Global Holdings (US) LLC.
Mr. Swan's former job includes working as a Senior Manager at KPMG, Inc. in 1996.
Mr. Swan's education history includes completing his undergraduate degree at The University of Texas at Austin.
Randy Swan active positions
| Companies | Position | Start |
|---|---|---|
Swan Capital Management LLC
 Swan Capital Management LLC Investment ManagersFinance Swan Capital Management LLC is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randy Swan in 2012 and they are a subsidiary of Swan Global Holdings (US) LLC. Swan Capital Management offers investment management services to individual and institutional clients. | Chief Executive Officer | 2011-12-31 |
Swan Global Investments LLC
 Swan Global Investments LLC Investment ManagersFinance Swan Global Investments LLC (Swan) is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randall W. Swan in 1997 as Swan Wealth Advisors, Inc. They are a wholly-owned subsidiary of Swan Global Holdings (US) LLC. Swan provides discretionary investment management services to investment advisors, individuals, institutions, trusts, pension plans, corporations and family offices. | Chief Executive Officer | 1996-12-31 |
Swan Global Management LLC
 Swan Global Management LLC Investment ManagersFinance Swan Global Management LLC (SGM) is an independent, SEC-registered investment management firm headquartered in Humacao, Puerto Rico. The firm was founded by Randall Swan in 2014. SGM provides discretionary investment management and acts as a sub-advisor to the Swan mutual funds and ETFs. | Chief Executive Officer | 2013-12-31 |
Former positions of Randy Swan
| Companies | Position | End |
|---|---|---|
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | 1996-12-30 |
Swan Global Holdings (US) LLC
 Swan Global Holdings (US) LLC Investment ManagersFinance Swan Global Holdings (US) LLC provides investment management services. The company is headquartered in Durango, CO. | Founder | - |
Training of Randy Swan
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
Swan Global Investments LLC
Swan Global Investments LLC Investment ManagersFinance Swan Global Investments LLC (Swan) is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randall W. Swan in 1997 as Swan Wealth Advisors, Inc. They are a wholly-owned subsidiary of Swan Global Holdings (US) LLC. Swan provides discretionary investment management services to investment advisors, individuals, institutions, trusts, pension plans, corporations and family offices. | Finance |
Swan Capital Management LLC
Swan Capital Management LLC Investment ManagersFinance Swan Capital Management LLC is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randy Swan in 2012 and they are a subsidiary of Swan Global Holdings (US) LLC. Swan Capital Management offers investment management services to individual and institutional clients. | Finance |
Swan Global Management LLC
Swan Global Management LLC Investment ManagersFinance Swan Global Management LLC (SGM) is an independent, SEC-registered investment management firm headquartered in Humacao, Puerto Rico. The firm was founded by Randall Swan in 2014. SGM provides discretionary investment management and acts as a sub-advisor to the Swan mutual funds and ETFs. | Finance |
Swan Global Holdings (US) LLC
Swan Global Holdings (US) LLC Investment ManagersFinance Swan Global Holdings (US) LLC provides investment management services. The company is headquartered in Durango, CO. | Finance |
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