Keith D. Swanson
Gestionnaire de Portefeuille-Actions chez BENSLER LLC
Postes actifs de Keith D. Swanson
Sociétés | Poste | Début | Fin |
---|---|---|---|
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/11/2021 | - |
Historique de carrière de Keith D. Swanson
Anciens postes connus de Keith D. Swanson
Sociétés | Poste | Début | Fin |
---|---|---|---|
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Gestionnaire de Portefeuille-Actions | 01/01/1994 | 01/03/2000 |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2000 | - |
Formation de Keith D. Swanson
Seattle University | Graduate Degree |
University of Washington | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Finance |
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Finance |
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