Donald Allen Swain
Chief Investment Officer bij Professional Financial Management, Inc.
Actieve functies van Donald Allen Swain
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
| Lid van de Investeringscommissie | 01-07-2010 | - | |
| Portefeuillebeheerder-Aandelen | 01-07-2010 | - | |
| Portfolio Manager-Fixed Income | 01-07-2010 | - |
Loopbaan van Donald Allen Swain
Eerdere bekende functies van Donald Allen Swain
| Bedrijven | Functie | Begin | 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 | 01-04-2009 |
Opleiding van Donald Allen Swain
| University of Wisconsin | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| 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 |
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