Tim Swanson Email & Phone Number
Chief Investment Officer @ Marsh McLennan Agency
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Tim Swanson Location
- Greensboro, NC, US
Tim Swanson Work
- Chief Investment Officer @ (April 2023 - Present)
- Chief Investment Officer @ Compass Financial Partners (April 2018 - April 2023)
- Chief Investment Officer, Key Private Bank and Institutional Asset Services @ (January 2014 - January 2016)
- Segment Head, Key Private Bank @ (January 2011 - January 2015)
- Chief Investment Officer, Key Private Bank @ (January 2009 - January 2011)
- Executive Vice President and Chief Investment Officer @ (January 2003 - January 2009)
- Managing Director, Head of Equity Management @ Evergreen Private Asset Management (January 2002 - January 2002)
- SVP, Head of Equities @ Wachovia Asset Management (January 1999 - January 2001)
Tim Swanson Education
- University of Rochester
MA (Economics, Finance)
1989-1991
Tim Swanson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Derivatives
- Equities
- Equity Research
- Financial Analysis
- Fixed Income
- Hedging
- Investment Banking
- Investment Management
- Investments
- Leadership
- Portfolio Management
- Risk Management
- Securities
- Wealth Management
Tim Swanson Summary
- Tim Swanson, based in Greensboro, NC, US, is currently a Chief Investment Officer at Marsh McLennan Agency. Tim Swanson brings experience from previous roles at Compass Financial Partners and KeyBank. Tim Swanson holds a 1989 - 1991 MA in Economics, Finance @ University of Rochester. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Banking, Derivatives and more. Tim Swanson has 2 emails and 5 mobile phone numbers on RocketReach.
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