Donald Allen Swain
Chief Investment Officer bij Professional Financial Management, Inc.
Profiel
Mr. Donald A.
Swain, CFA, is a Partner & Chief Investment Officer at Professional Financial Management, Inc. He designs, evaluates, and directs all aspects of the firm’s investment programs, while incorporating risk management, diversification, and return optimization.
He monitors the debt and equity markets, focusing on valuations, trends, and macroeconomic indicators.
He also oversees the research, evaluation, and selection of investment vehicles and makes decisions to align the investment selections with the organization’s overall investment strategy.
He is directly responsible for all trading (stocks, bonds, ETFs, and mutual funds), performance reporting, and asset allocation strategy.
As Chief Investment Officer, he leads the firm’s Investment Committee.
Mr. Swain was previously employed as an Investment Analyst by Wealth Management LLC.
He received his undergraduate degree from the University of Wisconsin.
He earned Chartered Financial Analyst designation in 2010 and is currently a member of the CFA Society of Milwaukee.
Actieve functies van Donald Allen Swain
| Bedrijven | Functie | Begin |
|---|---|---|
Professional Financial Management, Inc.
 Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Chief Investment Officer | 01-07-2010 |
Eerdere bekende functies van Donald Allen Swain
| Bedrijven | Functie | Einde |
|---|---|---|
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Corporate Officer/Principal | 01-04-2009 |
Opleiding van Donald Allen Swain
| University of Wisconsin | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Finance |