Swan Investment Management Team

The Swan Investment Management Team is dedicated to helping investors grow and protect wealth.

Since 1997 we have been redefining long-term investing using the Defined Risk Strategy.

Randy Swan
Founder, President, and Lead Portfolio Manager
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Rob Swan
Portfolio Manager, Chief Operating Officer
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Chris Hausman, CMT®
Portfolio Manager, Managing Director- Risk
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Micah Wakefield, CAIA®
Portfolio Manager, Managing Director- Research and Product Development
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Marc Odo
Client Portfolio Manager
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Distribution & National Accounts Contacts

Gib Watson, CIMA®
Chief Strategy Officer
Jamie Atkinson
Managing Director – Head of Global Sales
Julie Holton
Director of National Sales and Administration

Contact the Swan Team Members

Want more information? Feel free to contact us directly.