Chris is responsible for Swan’s business development and client service efforts within the RIA channel on the West coast with firms that align with the Defined Risk Strategy’s philosophy. He provides financial advisors with the resources necessary to convert prospects into clients and to better retain and service existing client relationships.
Prior to joining Swan, Chris worked at Well Fargo as a Licensed Personal Banker II. Prior to Wells Fargo, he worked in research for Calkain.
Mark earned his M.S. in Business Administration from the University of South Florida, and a B.S. in Business Management from the University of Florida.