Managing Director – Head of Distribution
Jamie leads global distribution and is charged with expanding Swan’s business development and strategic partnerships across multiple institutional channels. Jamie has more than three decades of experience in the financial services industry, including six years as Senior Vice President, leading national sales for Sentinel Investments, a division of National Life Group and as a partner and Director of Business Development with LCM Group. In addition, he was Senior Vice President for Heritage Asset Management, legacy asset management arm of Raymond James Financial and also served in various senior roles at SEI, Alliance Bernstein, and Bank of America Investments.
He earned his B.S. in business and marketing from Western Carolina University.
He and his wife, Julie have raised three children, Dean, Lilly and Mayson, and have called Tampa home for over 20 years now. Jamie and Julie are active members of First Presbyterian Church, as well as their charitable endeavors; supporting Metropolitan Ministries, Young Life, Academy Prep Center of Tampa, and the Leukemia and Lymphoma Society. In addition, Jamie is an active member of Ye Mystic Krewe of Gasparilla and Palma Ceia Golf and Country Club.