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Jamie Atkinson2018-09-10T13:37:13+00:00

Jamie Atkinson, Managing Director – Co-Head of Distribution

Con­tact Jamie Atkin­son at x 112

Jamie Atkinson

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.