Stephen Swensen Email & Phone Number
Managing Partner and Chief Investment Officer @ Helion Strategies
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Stephen Swensen Location
- Salt Lake City, UT, US
Stephen Swensen Work
- 2025 -now Managing Partner and Chief Investment Officer @
- 2022 -now Chief Investment Officer and Co-Founder @
- 2022 -2022 Investment Portfolio Strategist @
- 2021 -2022 Associate Investment Manager @ Olympus Wealth Management, LLC
- 2018 -2021 Investment Analyst @ Foresight Wealth Management LLC
- 2013 -2018 Financial Analyst @
- 2012 -2013 Analyst @
- 2005 -2012 Structural Engineering Draftsman @ Reliant Detailing
Stephen Swensen Education
- Creighton University's Heider College of Business
Master of Business Administration - MBA (Finance Concentration)
2018-2019 - Creighton University's Heider College of Business
Master's Degree (Investment Management and Financial Analysis)
2016-2018 - Utah Valley University
Bachelor of Arts (B.A.) (Political Science and Public Law)
2009-2013 - Utah Valley University
Associate of Science (A.S.) (Drafting Technology)
2009-2010
Stephen Swensen Summary
- Stephen Swensen, based in Salt Lake City, UT, US, is currently a Managing Partner and Chief Investment Officer at Helion Strategies. Stephen Swensen brings experience from previous roles at Atlas Investment Management & Retirement Solutions, Carson Group, Olympus Wealth Management, LLC and Foresight Wealth Management LLC. Stephen Swensen holds a 2018 - 2019 Master of Business Administration - MBA in Finance Concentration @ Creighton University's Heider College of Business. Stephen Swensen has 3 emails and 6 mobile phone numbers on RocketReach.
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