Director of Strategy Execution
Chris spearheads strategy implementation, mutual fund accounting, and strategic ROI at Swan. His ongoing passion for the securities markets brings him a strong understanding of the behavior of U.S. equity, fixed income, currency, and commodity securities under changing economic and monetary conditions. He applies this knowledge to trading equity options and commodity futures using primarily a discretionary and trend-following approach.
Prior to joining Swan, he was an assurance senior for REDW LLC and an assurance manager for Moss Adams LLC. While at these companies, he focused on understanding clients’ business models and on maintaining internal control over operations to assess risks in relation to financial statement assertions. He designed audit procedures to address identified risks. Chris also researched complex accounting issues stemming from client transactions, working closely with clients to draft financial statements.
Chris is a 2003 graduate of the University of New Mexico with a B.B.A. in accounting and a 2004 graduate of the University of New Mexico with an MBA.