Managing Director – Co-Head of Distribution
Jamie is responsible for Swan’s national sales and marketing efforts across all DRS offerings.
Before joining Swan, Jamie spent 6 years at Sentinel as Senior Vice President of the Sentinel Financial Services Company and led the firm’s national sales for both the Institutional and Broker-Dealer divisions. Prior to joining Sentinel, Jamie was a partner and Director of Business Development with LCM Group, an alternatives asset manager and multi-family office. Before his work with the LCM Group, Jamie was Senior Vice President and National Sales and Marketing Manager for Heritage Asset Management, the asset management arm of Raymond James Financial. He also served as a Regional Director with SEI and Alliance Bernstein, as well as senior management roles with Bank of America Investments.
He earned his B.S. in business and marketing from Western Carolina University.