Portfolio Manager, Director of Research & Product Development
Micah Wakefield, CAIA® is a portfolio manager and member of the Investment Management Committee at Swan. He contributes to strategic decision making and assists with daily risk assessment and position analysis across all of Swan’s portfolios and strategies, with a focus on 40 act funds and ETFs, as well as, Swan’s overlay programs. Micah also leads research and product development at Swan and has authored some of Swan’s thought leadership, including Math Matters, Portfolio Optimization: Thinking Outside the Box, Asset Allocation Strategies Compared, and Options-Based Strategies as an Asset Class.
Prior to joining Swan, Micah was a financial advisor and Director of Operations and Trading for a wealth management firm in Texas. As a member of the investment committee, he helped with investment decisions and constructing client portfolios, while also directing trading. Micah received his MBA from Liberty University and has also completed the Accredited Wealth Management Advisor designee program and the Accredited Asset Management Specialist program from the College for Financial Planning. He also holds the Chartered Alternative Investment Analyst designation (CAIA).