Send a Message

[contact-form-7 id="2362" title="Send a Message"]
Micah Wakefield2018-08-31T17:23:53+00:00

Micah Wakefield, CAIA® | Swan Global Investments

Con­tact Mic­ah Wake­field

970.382.8901 x 115

Micah Wakefield

Port­fo­lio Man­ag­er, Direc­tor of Research and Prod­uct Devel­op­ment

Mic­ah Wake­field, CAIA® helps over­see and review the core equi­ty hold­ings for the strate­gies and assists with dai­ly risk assess­ment and posi­tion review. He also leads research and devel­op­ment of strate­gies and prod­ucts at Swan lever­ag­ing an exten­sive track record in port­fo­lio man­age­ment, trad­ing, analy­sis, and busi­ness man­age­ment.

Pri­or to join­ing Swan, Mic­ah was Direc­tor of Oper­a­tions and Trad­ing and a mem­ber of the invest­ment com­mit­tee for a wealth man­age­ment firm in Texas. Mic­ah earned an MBA from Lib­er­ty Uni­ver­si­ty and has also com­plet­ed the Accred­it­ed Wealth Man­age­ment Advi­sor designee pro­gram and the Accred­it­ed Asset Man­age­ment Spe­cial­ist pro­gram from the Col­lege for Finan­cial Plan­ning. He also holds the Char­tered Alter­na­tive Invest­ment Ana­lyst des­ig­na­tion (CAIA).