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Marc Odo2018-07-27T09:11:22+00:00

Marc Odo, CFA®, CAIA®, CIPM®, CFP®, Director of Investment Solutions

Con­tact Marc Odo at x 119

Marc Odo

Client Port­fo­lio Man­ag­er

Marc Odo, CFA®, CAIA®, CIPM®, CFP® is respon­si­ble for help­ing clients and prospects gain a detailed under­stand­ing of Swan’s Defined Risk Strat­e­gy, includ­ing how it fits into an over­all invest­ment strat­e­gy. His respon­si­bil­i­ties also include pro­duc­ing most of Swan’s thought lead­er­ship con­tent.

Pri­or to join­ing Swan, Odo was Direc­tor of Research for 11 years at Zephyr Asso­ciates, a lead­ing provider of invest­ment analy­sis soft­ware. He was respon­si­ble for devel­op­ing next gen­er­a­tion risk ana­lyt­ics. Pri­or to that he was a port­fo­lio man­ag­er with Acces­sor Cap­i­tal Man­age­ment, a mutu­al fund com­pa­ny; and part of the invest­ment ana­lyt­ics team at Pacif­ic Port­fo­lio Con­sult­ing, an RIA cater­ing to high net worth indi­vid­u­als and ERISA plans. In both posi­tions, Odo was the res­i­dent Zephyr expert. He grad­u­at­ed from the Uni­ver­si­ty of Wash­ing­ton in 1996.