Contact Gib Watson at 

970.382.8901 x 102

Gib Watson, III, CIMA®

Chief Strategy Officer

 

Gib Watson is Chief Strategy Officer at Swan Global Investments, LLC, a leading provider of hedged global equity solutions, separately managed accounts, and mutual funds.  Having spent several years as a trusted external advisor to Swan Global’s executive team, and as a former due diligence analyst who was impressed with the quality of the firm, the quality of the people, and the quality and consistency of the rules-based investment process, he accepted this newly created role to help the Company achieve its growth and profitability objectives.  In this capacity, he’s responsible for the firm’s P&L statement and is tasked with driving strategic initiatives in the areas of distribution, external partnerships, operations, technology, product development, and marketing.

 

Gib has more than 30 years’ experience as an advisor, entrepreneur and full-cycle executive in the wealth management industry. After leading the Wealth Management and Executive Financial Counseling divisions at Asset Management Group (now AMG National Trust Bank) and serving as National Managing Director of the Investment Advisory Services practice for KPMG LLP, he learned the art and science of advising ultra-high net worth families and corporate executives in all phases of personal finance and investments. He saw first-hand how time-consuming, challenging and cumbersome traditional financial and investment advisory processes were in the industry and believed that web-based technologies could automate the manager research, due diligence, portfolio management and advisory process.

 

Gib founded Prima Capital in 1999, a business to business RIA and technology development company whose mission was to empower advisors to be as successful as they could be with their practices while serving as fiduciaries in their clients’ best interests. Prima grew to become one of the leading providers of manager research, due diligence and advice which were delivered through enabling web-applications known as PrimaGuide, AllocationGuide, and the Retire Tool(k)it to wealth management and retirement businesses and advisors.

 

Gib sold Prima Capital to Envestnet (NYSE: ENV) in 2012 and then served as Vice Chairman until his departure in 2017 when he founded Trident Wealth Management Consulting, LLC, a strategy consulting firm. With the experience and wisdom he’s accumulated over the years, as Managing Partner he helped CEOs and leadership teams of asset management firms (including Swan Global Investments, LLC), RIAs and family offices, broker-dealers and fintech companies capitalize on opportunities while avoiding pitfalls in the industry today.

 

Gib is a graduate of Lafayette College and earned his MA and MBA degrees from Wake Forest University. He’s been an RIA since 1985 and also earned his Certified Investment Management Analyst (CIMA®) certification through the Investments & Wealth Institute (formerly IMCA) at The Wharton School. He also gives back to our community by serving on the Board of Directors of the Economic Club of Colorado, the Board of Visitors of the Wake Forest University School of Business (his alma mater), and he’s involved on the Advisory Board of the Fellowship of Christian Athletes. As Colorado residents, he and his family are avid skiers, outdoor sports enthusiasts and big-dog lovers.