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Swan Global Investments executives

Here are further demographic highlights of the leadership team:
  • The Swan Global Investments executive team is 27% female and 73% male.
  • 54% of the management team is White.
  • 17% of Swan Global Investments management is Hispanic or Latino.
  • 9% of the management team is Black or African American.
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Name & TitleBio
Randy Swan

Board Member

Randy Swan's LinkedIn

Randy Swan is a President/CCO/Founder at Swan Global Investments and President/CEO/Founder at Swan Capital Management LLC and is based in San Juan Del Puerto, Seville Province, Spain. He has worked as Sr Manager at KPMG. Randy studied at University of Texas At Austin between 1985 and 1990.

Rob Swan

Portfolio Manager, Chief Operating Officer

Rob Swan's LinkedIn

Rob Swan joined the Swan Global Investments in late 2009. His primary responsibility involves overseeing implementation of Swan's "Defined Risk Strategy” as COO and Co-Portfolio Manager. Rob is also responsible for technology development at Swan which includes development and maintenance of proprietary computer modeling and trading system which streamlines operations, trading, and maintenance within Swan providing significant scalability and competitive advantage consistent with Swan's unique and industry leading Defined Risk Strategy.

Chris Hausman

Board Member

Chris Hausman's LinkedIn

Contact Swan Team

Board Member

Marc Odo

Client Portfolio Manager

Marc Odo's LinkedIn

J Gibson Watson

Chief Strategy Officer

J Gibson Watson's LinkedIn

J. Gibson "Gib" Watson, III, CIMA® – Vice Chairman

Gib Watson is Vice Chairman, Envestnet Inc. (NYSE: ENV) with responsibility for the firm’s Envestnet | PMC division and for driving growth in Envestnet Retirement Solutions. Mr. Watson also serves on Envestnet’s Investment Committee which has oversight on the company’s investment advisory and investment management framework.

Previously, Mr. Watson had served as Group President of Envestnet | Prima, an operating division of Envestnet, Inc., following the successful acquisition of Prima Capital in April 2012. In that role, he coordinated the integration of Prima’s research, due diligence, advice and technology into Envestnet | PMC and Envestnet’s Advisor Suite of Solutions. He directed business strategy for the division, oversaw sales, marketing and product development initiatives, served on the company’s Investment Committee, and consulted with clients. Mr. Watson founded Prima Capital Holding, Inc. at end of year 1999. Since inception, Prima has grown to be recognized as a leading provider of institutional quality research, due diligence and advice on separately managed accounts, mutual funds, and ETFs to banks, broker-dealers, financial advisors, and retirement advisors.

Jamie Atkinson

Board Member

Jamie Atkinson's LinkedIn

Joseph Hernandez

Portfolio Manager - Alternative Investments

Brad Ackerman

Chief Compliance Officer

Brad Ackerman's LinkedIn

Brad Ackerman is a Chief Compliance Officer at Swan Global Investments and is based in Florida. He has worked as Director Of Compliance at Swan Global Investments; Vice President, Compliance at Transamerica Financial Advisors Inc; and Senior Compliance Manager & AML Officer at Transamerica Financial Advisors Inc. Brad studied at Florida State University.

Ethan Bates

Chief Financial Officer

Ethan Bates's LinkedIn

Ethan Bates is a Chief Financial Officer at Swan Global Investments and is based in Durango, Colorado. He has worked as Audit Manager - Risk Advisory Services at EKS&H, Senior Consultant at Deloitte, and Senior Internal Auditor at CLOUD PEAK ENERGY INC.. Ethan studied at University of Colorado Boulder between 2004 and 2007.

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Swan Global Investments founders

Name & TitleBio
Randy Swan

Board Member

Randy Swan's LinkedIn

Randy Swan is a President/CCO/Founder at Swan Global Investments and President/CEO/Founder at Swan Capital Management LLC and is based in San Juan Del Puerto, Seville Province, Spain. He has worked as Sr Manager at KPMG. Randy studied at University of Texas At Austin between 1985 and 1990.

Rob Swan

Portfolio Manager, Chief Operating Officer

Rob Swan's LinkedIn

Rob Swan joined the Swan Global Investments in late 2009. His primary responsibility involves overseeing implementation of Swan's "Defined Risk Strategy” as COO and Co-Portfolio Manager. Rob is also responsible for technology development at Swan which includes development and maintenance of proprietary computer modeling and trading system which streamlines operations, trading, and maintenance within Swan providing significant scalability and competitive advantage consistent with Swan's unique and industry leading Defined Risk Strategy.

Swan Global Investments board members

Name & TitleBio
Randy Swan

Board Member

Randy Swan's LinkedIn

Randy Swan is a President/CCO/Founder at Swan Global Investments and President/CEO/Founder at Swan Capital Management LLC and is based in San Juan Del Puerto, Seville Province, Spain. He has worked as Sr Manager at KPMG. Randy studied at University of Texas At Austin between 1985 and 1990.

Chris Hausman

Board Member

Chris Hausman's LinkedIn

Contact Swan Team

Board Member

Marc Odo

Client Portfolio Manager

Marc Odo's LinkedIn

Jamie Atkinson

Board Member

Jamie Atkinson's LinkedIn

Richard Garman

Board Member

Swan Global Investments executives FAQs

Zippia gives an in-depth look into the details of Swan Global Investments, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Swan Global Investments. The employee data is based on information from people who have self-reported their past or current employments at Swan Global Investments. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Swan Global Investments. The data presented on this page does not represent the view of Swan Global Investments and its employees or that of Zippia.

Swan Global Investments may also be known as or be related to Swan Global Investments and Swan Global Investments, LLC.