Managing Director – Head of Marketing

David Lovell is responsible for all of Swan’s marketing and engagement initiatives. This includes the development and execution of marketing programs for Swan’s websites, content, communications, events, and media. In addition, David leads investor engagement and advisor practice enhancement support services for Swan. David leverages his 19+ years of digital marketing experience to provide investors with innovative, relatable and engaging content in rich, crisp digital experiences to drive understanding of financial concepts and help inform goal-based investment decisions.

A graduate of the University of Virginia with a B.S. in Economics, David began his career in the financial industry at Mass Mutual, where he held life, health and disabilities insurance licenses, as well as, Series 6 and 63 licenses. David currently holds a Series 65 license.