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.
CEO and Lead Portfolio Manager
COO and Portfolio Manager
Director of Portfolio Strategy and Overlays
Chris Hausman, CMT®
Director of Risk Management and Chief Technical Strategist
Marc Odo, CFA®, CAIA®, CIPM®, CFP®
Director of Investment Solutions
Micah Wakefield, CAIA®
Director of Research and Product Development
Director of Trading
Chief Compliance Officer
Contact the Swan Team Members
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