Don Swain

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Finance

Consumer Services

Profile

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.

Former positions of Don 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.	Analyst-Equity	29/04/2009

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Linked companies

Private companies	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

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