Randy Swan
Chief Executive Officer at Swan Capital Management LLC
Randy Swan active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Founder | 2011-12-31 | - | |
| President | 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 | - |
| Founder | 1996-12-31 | - | |
| Portfolio Manager-Equities | 1996-12-31 | - | |
| President | 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 | - |
| Founder | 2013-12-31 | - | |
| Portfolio Manager-Equities | 2013-12-31 | - | |
| President | 2013-12-31 | - |
Career history of Randy Swan
Former positions of Randy Swan
| Companies | Position | Start | 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 | 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 |
Statistics
International
| United States | 5 |
| Canada | 2 |
Operational
| Founder | 4 |
| Chief Executive Officer | 3 |
| President | 3 |
Sectoral
| Finance | 5 |
| Commercial Services | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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