Managing Director – Head of Distribution
Jamie leads global distribution and is charged with expanding Swan’s business development and strategic partnerships across all channels; broker-dealers, RIAs, multi-family offices, trust and private banks, TAMPs, as well as institutional channel verticals, including endowments, foundations, DB/DC, retirement, and subadvisory.
Before joining Swan, Jamie spent six years at Sentinel Investments, a division of National Life Group, as Senior Vice President and led the firm’s national sales for both Institutional and Broker-Dealer divisions. Prior, 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, legacy asset management arm of Raymond James Financial. He also served as 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.
Jamie has been involved serving nonprofits throughout his career including Metropolitan Ministries, Young Life, and Family First.