Profile
John Swanson is the founder and President of Sheppard Wealth Management LLC, which is founded in 2014.
He was also a Director of Sales at Pacificor LLC in 2002, a Vice President at Wachovia Securities LLC from 2002 to 2011, and a Financial Consultant at Merrill Lynch Private Client Group.
Swanson was a Director of Wealth Management at Freestone Capital Management LLC in 2012 and a Director at Peritus Asset Management LLC.
Swanson received his undergraduate degree from Westmont College in 1998.
John Swanson active positions
Companies | Position | Start |
---|---|---|
Sheppard Wealth Management LLC | Founder | 31/12/2013 |
Former positions of John Swanson
Companies | Position | End |
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Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Pacificor LLC
Pacificor LLC Investment ManagersFinance Pacificor LLC is an independent hedge fund management firm headquartered in Scottsdale, Arizona. The firm was originally founded by the late Michael Klein as Peritus Asset Management LLC in 1995 and became a Limited Liability Corporation in 2001. In April 2002, all assets and employees of Peritus Asset Management were acquired by Core Wealth Management LLC. In January 2007, Core Wealth Management LLC changed their name to Pacificor LLC. The firm manages private investment funds for high net-worth individuals and institutions. | Corporate Officer/Principal | 31/12/2001 |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Corporate Officer/Principal | - |
Peritus Asset Management LLC
Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds. | Corporate Officer/Principal | - |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Corporate Officer/Principal | - |
Training of John Swanson
Westmont College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Peritus Asset Management LLC
Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds. | Finance |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Pacificor LLC
Pacificor LLC Investment ManagersFinance Pacificor LLC is an independent hedge fund management firm headquartered in Scottsdale, Arizona. The firm was originally founded by the late Michael Klein as Peritus Asset Management LLC in 1995 and became a Limited Liability Corporation in 2001. In April 2002, all assets and employees of Peritus Asset Management were acquired by Core Wealth Management LLC. In January 2007, Core Wealth Management LLC changed their name to Pacificor LLC. The firm manages private investment funds for high net-worth individuals and institutions. | Finance |
Sheppard Wealth Management LLC |
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