Contact Swan Global Investments

Regional Directors

West Coast to East Coast

 1) Pacific Coast

 3) Great Lakes

 5) Northeast

Bay Wrightnour

267.235.4527

[email protected]

Chris Hylen, CFP®

734.604.8780

[email protected]

Robert Armstrong, CFA®, CAIA, PRM

646.480.8997

[email protected]

 2) South Central

 4) Midwest

 6) Southeast

Jay Angotti

972.322.2762

[email protected]

Jonathan Root

610.360.9150

[email protected]

Chris Caswell, CAIA

813.774.0960

[email protected]

Regional Investment Consultants

West Coast to East Coast

 7) Western Region

Bay Wrightnour

267.235.4527

[email protected]

 8) Eastern Region

Eric Fenger, CIMA®

813.964.3094

[email protected]

Advisor Consultants

West Coast to East Coast

Territories Supported:

1) Pacific Coast
2) South Central
3) Great Lakes

Krista Fitzpatrick

813.606.4305

[email protected]

Territories Supported:

4) Midwest
5) North East
6) Southeast

Ryan Williams

813.527.9795

[email protected]

For more information or support, please call 970.382.8901 ext. 1

Management & Key Contacts

Gib Watson, CIMA®

Chief Strategy Officer

970.382.8901 x 102

Jamie Atkinson

Managing Director – Head of Global Sales

(813) 489-5921

Julie Holton

Director of National Sales and Administration

813-618-5385

Justin Bates

Managing Director – Operations

970.382.8901 x114

Swan Defined Risk Solutions

Seeking to differentiate yourself as an advisor?  Are you looking to deliver a truly distinct and innovative investment management approach, and save time to focus on what you love—helping investors and building your practice?

 

Let’s talk about how our Solutions platform can help.

Sean McCaffrey
Managing Director – Swan Defined Risk Solutions
Link to Bio Page

Thank you for your interest in Swan Global investments. 

 

For more information, please select an option below:

Fund Servicing: Mutual Fund Investors

Phone :866-617-7926

Website :Mutual Fund Investments 

Email:Email Client Services 

Media Relations (For members of the news media only)

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Not sure who to contact?

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