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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Krista Fitzpatrick
Regional Investment Consultant [email protected] 813.606.4305
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Krista Fitzpatrick
Regional Investment Consultant [email protected] 813.606.4305
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Jay Angotti
Regional Director [email protected] 972.322.2762
Joshua Fannan
Regional Investment Consultant [email protected] 813.618.5441
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Jon Root
Regional Director [email protected] 612.360.9150
Ryan Williams
Regional Investment Consultant [email protected] 813.527.9795
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Chris Hylen
Regional Director [email protected] 734.619.0630
Cindy Schwiebert
Regional Investment Consultant [email protected]s.com 813.606.4347
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Chris Caswell, CAIA
Regional Director - Southeast [email protected] 813.774.0960
Ryan Williams
Regional Investment Consultant [email protected] 813.527.9795
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JP Raflo
Regional Director [email protected] 703.232.0389
Joshua Fannan
Regional Investment Consultant [email protected] 813.618.5441
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John Dolan
Regional Director [email protected] 617.930.6257
Ryan Williams
Regional Investment Consultant [email protected] 813.527.9795
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Bob Armstrong, CFA®, PRM®
Regional Director – Northeast
Cindy Schwiebert
Regional Investment Consultant [email protected] 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 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

Find opportunities with Swan Global Investments listed on LinkedIn.com

Access more Swan Content, Research, and/or Updates:

Not sure who to contact?

 

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