Tim Swanson Email & Phone Number
Chief Investment Officer @ Marsh McLennan Agency
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Tim Swanson Location
- Greensboro, NC, US
Tim Swanson Work
- 2023 - now Chief Investment Officer @
- 2018 - 2023 Chief Investment Officer @
- 2014 - 2016 Chief Investment Officer, Key Private Bank and Institutional Asset Services @
- 2011 - 2015 Segment Head, Key Private Bank @
- 2009 - 2011 Chief Investment Officer, Key Private Bank @
- 2003 - 2009 Executive Vice President and Chief Investment Officer @
- 2002 - 2002 Managing Director, Head of Equity Management @ Evergreen Private Asset Management
- 1999 - 2001 SVP, Head of Equities @ Wachovia Asset Management
Tim Swanson Education
- University of Rochester
MA (Economics, Finance)
1989 - 1991
Tim Swanson Skills
- Securities
- Equities
- Investments
- Investment Management
- Leadership
- Fixed Income
- Wealth Management
- Portfolio Management
- Asset Allocation
- Equity Research
- Derivatives
- Banking
- Hedging
- Investment Banking
- Alternative Investments
- Asset Management
- Risk Management
- Financial Analysis
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, KeyBank and Key Bank. Tim Swanson holds a 1989 - 1991 MA in Economics, Finance @ University of Rochester. With a robust skill set that includes Securities, Equities, Investments, Investment Management, Leadership and more. Tim Swanson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Marsh McLennan Agency Employees
David Eslick
Chairman and CEO
Bradenton, FL, US
Anthony Chimino
Chief Executive Officer Midwest Region
Schaumburg, IL, US
Carol Barnett
Chief Executive Officer
Leawood, KS, US
Pete Walther
President and CEO, MMA Private Client Services
New York, NY, US
Sarah Walsh
Chief Executive Officer
Helena, MT, US
Ryan Watkins
CEO, Marsh McLennan Agency - Upper Midwest
Hopkins, MN, US
John Stanchina
Chief Executive Officer
Richmond, VA, US
Chris Williams
CEO - West Region
San Diego, CA, US
Ben Newman
Chief Financial Officer
White Plains, NY, US
Kate Moher
President of Employee Health and Benefits
Minneapolis, MN, US
Jeff Lightner
President and CEO Ohio
Dayton, OH, US
Andrew Thome
Chief Executive Officer
Chesterfield, MO, US
Doug Bishop
CEO
Clearwater, FL, US
Amanda Vail
Chief Operating Officer - Southeast
Alpharetta, GA, US
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