Ed Swenson Email & Phone Number
President @ RFG Advisory
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Ed Swenson Location
- Florida, United States
Ed Swenson Work
- President @ (October 2025 - Present)
- EVP, President RIA Solutions @ Osaic (June 2023 - September 2025)
- Co-Founder, Chief Operating Officer @ (August 2009 - June 2023)
- Portfolio Manager @ (November 2005 - December 2008)
- Vice President Citigroup Global Markets @ (November 1999 - November 2005)
Ed Swenson Education
- NYU Stern School of Business
MBA
- The London School of Economics and Political Science (LSE)
Bachelor of Science - BS
Ed Swenson Skills
- Wealth Management
- Portfolio Management
- Product Development
- Asset Management
- Finance
- Strategy
- Investment Advisory
- Financial Services
- Trading
- Business Strategy
- New Business Development
- Business Process
- Securities
- Cross-functional Team Leadership
- Entrepreneurship
- Accounting
- Project Implementation
- Alternative Investments
- Managed Money
- Hedge Funds
- Equities
- Investments
- Project Management
- Management
- Social Media
- Marketing
- Cross Functional Team Leadership
- Financial Analysis
- Business Development
- Customer Service
- Startups
Ed Swenson Summary
- Ed Swenson, based in Florida, United States, is currently a President at RFG Advisory. Ed Swenson brings experience from previous roles at Osaic, Dynasty Financial Partners, Legg Mason and Citigroup, New York. Ed Swenson holds a MBA @ NYU Stern School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Product Development, Asset Management, Finance and more. Ed Swenson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top RFG Advisory Employees
Ed Swenson
President
Florida, United States
Bobby White
Founder and Executive Chairman
Birmingham, AL, US
Bruce Wiitala
Vice President of Advisor Relations
Louisville, KY, US
Jack Burnette
Senior Vice President Wealth Management
Birmingham, AL, US
Rick Wedell
President and Chief Investment Officer
Birmingham, AL, US
Kristy Puckett
National Director of Business Development
Bradenton, FL, US
Bobby White
CEO
Birmingham, AL, US
Rohit Lobo
President
Troy, MI, US
Shane Weaver
Senior Director of Operations
Omaha, NE, US
John Pfaudler
Senior Vice President
Birmingham, AL, US
Eric Larson
Vice President of Investment Solutions
Birmingham, AL, US
Kevin Harper
Executive Vice President
Birmingham, AL, US
Caroline Hottle
Human Resources Director
Birmingham, AL, US
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