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

Randy Swan
CEO and Lead Portfolio Manager

Full Bio

Rob Swan
COO and Portfolio Manager

Full Bio

Aashish Vyas

Director of Portfolio Strategy and Overlays

Full Bio

Chris Hausman, CMT®

Director of Risk Management and Chief Technical Strategist

Full Bio

Marc Odo, CFA®, CAIA®, CIPM®, CFP®

Director of Investment Solutions

Full Bio

Micah Wakefield, CAIA®

Director of Research and Product Development

Full Bio

Patrick Stiefel
Director of Trading

Full Bio

Jim Engelken
Chief Compliance Officer

Full Bio

Contact the Swan Team Members

Want more infor­ma­tion? Feel free to con­tact us direct­ly.

CONTACT SWAN TEAM