Profil
Mr. Timothy L.
Swanson, CFA, is Chief Investment Officer at KeyBank, NA.
Mr. Swanson was previously employed as Chief Investment Officer by National City Bank Asset Management and a Principal by Wachovia Corp.
He received his undergraduate degree from Wake Forest University and a graduate degree from the University of Rochester.
Anciens postes connus de Timothy Lee Swanson
| Sociétés | Poste | Fin |
|---|---|---|
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Directeur en chef des Investissements | 01/01/2016 |
Wachovia Corp.
Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Corporate Officer/Principal | - |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Directeur en chef des Investissements | - |
Formation de Timothy Lee Swanson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wachovia Corp.
Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Finance |
Rochester Christian University
Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Finance |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance National City Bank Asset Management's investment management philosophy is based on active market analysis that includes close monitoring of the current economic cycle, demographics, relative prices and monetary and fiscal policies. Their investment approach consists of diversification and asset allocation, tax efficiency and fundamental research | Finance |
Wake Forest University
Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















