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Swan Team 2018-01-04T10:07:34+00:00

Swan Investment Management Team

The Swan Team is ded­i­cat­ed to help­ing investors grow and pro­tect wealth. Since 1997 we have been rein­vent­ing long-term invest­ing using the Defined Risk Strat­e­gy.

Randy Swan - Founder, CEO, Lead PM - Swan Global Investments

Randy Swan
CEO and Lead Portfolio Manager

Rob Swan - COO - Swan Global Investments

Rob Swan
COO and Portfolio Manager

Chris Hausman, CMT®

Director of Risk Management and Chief Technical Strategist

Micah Wakefield, CAIA®

Director of Research and Product Development

Marc Odo, CFA®, CAIA®, CIPM®, CFP®

Director of Investment Solutions

Patrick Stiefel
Director of Trading

Jim Engelken
Chief Compliance Officer

Contact the Swan Team Members

Want more infor­ma­tion? Feel free to con­tact us direct­ly.