Contact Swan Global Investments

To view your regional Swan Global wholesaler or investment consultant click on the number covering your region.

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Jeffrey D. Thomas, CRPC
Regional Director jeff.thomas@swanglobalinvestments.com 781.789.3449
Krista Fitzpatrick
Regional Investment Consultant krista.fitzpatrick@swanglobalinvestments.com 813.606.4305
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James Maertz 
Regional Director james.maertz@swanglobalinvestments.com 310.874.3528
Krista Fitzpatrick
Regional Investment Consultant krista.fitzpatrick@swanglobalinvestments.com 813.606.4305
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Jay Angotti
Regional Director jay.angotti@swanglobalinvestments.com 972.322.2762
Joshua Fannan
Regional Investment Consultant josh.fannan@swanglobalinvestments.com 813.618.5441
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Jon Root
Regional Director jonathan.root@swanglobalinvestments.com 612.360.9150
Ryan Williams
Regional Investment Consultant ryan.williams@swanglobalinvestments.com 813.527.9795
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Chris Hylen
Regional Director chris.hylen@swanglobalinvestments.com 734.619.0630
Cindy Schwiebert
Regional Investment Consultant cindy.schwiebert@swanglobalinvestments.com 813.606.4347
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Chris Caswell
Regional Investment Consultant chris.caswell@swanglobalinvestments.com 813.618.5441
Ryan Williams
Regional Investment Consultant ryan.williams@swanglobalinvestments.com 813.527.9795
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JP Raflo
Regional Director jp.raflo@swanglobalinvestments.com 703.232.0389
Joshua Fannan
Regional Investment Consultant josh.fannan@swanglobalinvestments.com 813.618.5441
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John Dolan
Regional Director john.dolan@swanglobalinvestments.com 617.930.6257
Ryan Williams
Regional Investment Consultant ryan.williams@swanglobalinvestments.com 813.527.9795
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Bob Armstrong
Regional Director – Ney York Metro robert.armstrong@swanglobalinvestments.com 203.490.8123
Cindy Schwiebert
Regional Investment Consultant cindy.schwiebert@swanglobalinvestments.com 813.606.4347
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Management Contacts

Jamie Atkinson
Managing Director – Head of Distribution - 813.390.9898
Link to Bio page
Julie Holton
Director of National Sales and Administration - 813.361.5385
Link to Bio page
Justin Starnes
Managing Director – National Accounts - 970.300.1735
Link to Bio page
Justin Bates
Managing Director – Operations - 970.382.8901 x114
Link to Bio page
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)

Contact: David Lovell

Phone: 970.382.8901 x 206

Email :Media Inquries & Opportunities 

Address:

Swan Global Investments

ATTN: Media Relations

4350 W. Cypress Ste., Suite 725

Tampa, FL 33607

Career Opportunities

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Call Toll Free 866–617-7926 (SWAN) or Send a Message Now