Profil
Mr. Tim Swanson, CFA MBA, is Chief Investment Officer at EverBank Wealth Management, Inc since May 2011.
He was previously employed as Senior Vice President by Fiduciary Asset Management LLC.
Prior to joining Fiduciary Asset Management, he spent two years as a managing director at Argent Capital Management, serving in a variety of roles including portfolio management and fundamental research within the consumer cyclical, consumer staples and healthcare sectors.
Mr. Swanson spent nearly seven years at A.G.
Edwards & Sons as a senior analyst for beverage and tobacco industries, earning eight Wall Street Journal All-Star Analyst awards between 1997 and 2000.
He is a Chartered Financial Analyst and member of the St. Louis Society of Financial Analysts.
Mr. Swanson received a Master's Degree in Business Administration from Washington University and a Bachelor of Arts degree from Colgate University.
Anciens postes connus de Tim Swanson
| Sociétés | Poste | Fin |
|---|---|---|
EverBank Wealth Management, Inc.
 EverBank Wealth Management, Inc. Investment ManagersFinance EverBank Wealth Management, Inc. provides investment advice. The company is based in Jacksonville, FL. | Directeur en chef des Investissements | 10/01/2015 |
Fiduciary Asset Management LLC
 Fiduciary Asset Management LLC Investment ManagersFinance Founded in 1994, Fiduciary Asset Management LLC (FAMCO) is a registered investment advisor headquartered in St. Louis, Missouri. The firm originated as the internal asset management group of a large corporate plan sponsor in 1983 and emerged as an independent investment firm in 1994. In 2007, FAMCO was acquired by Piper Jaffray Investment Management, Inc. (PJIM), a wholly-owned subsidiary of Piper Jaffray Cos. (NYSE: PJC). In 2013, the firm was acquired by the Wiley D. Angell Acquisition Trust, an affiliate of FAMCO's CEO, Wiley D. Angell. FAMCO provides investment management services to institutional clients and high net worth individuals through separate accounts and private investment funds. | Analyst-Equity | 31/12/2010 |
Argent Capital Management LLC
 Argent Capital Management LLC Investment ManagersFinance Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Analyst-Equity | - |
National Steel Corp.
 National Steel Corp. SteelNon-Energy Minerals National Steel Corp. produces, manufactures and sells integrated steel and flat rolled carbon steel products, including hot-rolled, cold-rolled, galvanized, tin and chrome plated steels. The company primarily sells its products to the automotive and construction industry. The company was founded in 1941 and is headquartered in Mishawaka, IN. | Corporate Officer/Principal | 31/08/1993 |
Formation de Tim Swanson
| Colgate University | Undergraduate Degree |
| Washington University in St. Louis | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fiduciary Asset Management LLC
Fiduciary Asset Management LLC Investment ManagersFinance Founded in 1994, Fiduciary Asset Management LLC (FAMCO) is a registered investment advisor headquartered in St. Louis, Missouri. The firm originated as the internal asset management group of a large corporate plan sponsor in 1983 and emerged as an independent investment firm in 1994. In 2007, FAMCO was acquired by Piper Jaffray Investment Management, Inc. (PJIM), a wholly-owned subsidiary of Piper Jaffray Cos. (NYSE: PJC). In 2013, the firm was acquired by the Wiley D. Angell Acquisition Trust, an affiliate of FAMCO's CEO, Wiley D. Angell. FAMCO provides investment management services to institutional clients and high net worth individuals through separate accounts and private investment funds. | Finance |
Argent Capital Management LLC
Argent Capital Management LLC Investment ManagersFinance Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
EverBank Wealth Management, Inc.
EverBank Wealth Management, Inc. Investment ManagersFinance EverBank Wealth Management, Inc. provides investment advice. The company is based in Jacksonville, FL. | Finance |
National Steel Corp.
National Steel Corp. SteelNon-Energy Minerals National Steel Corp. produces, manufactures and sells integrated steel and flat rolled carbon steel products, including hot-rolled, cold-rolled, galvanized, tin and chrome plated steels. The company primarily sells its products to the automotive and construction industry. The company was founded in 1941 and is headquartered in Mishawaka, IN. | Non-Energy Minerals |
