Keith D. Swanson
Portefeuillebeheerder-Aandelen bij BENSLER LLC
Profiel
Mr. Keith D.
Swanson, CFA, is a Portfolio Manager at Bensler LLC.
Mr. Swanson was previously employed as a Portfolio Manager by Pacific Financial Group, Inc. and a Portfolio Manager by Washington Capital Management, Inc.
He received his Bachelor of Arts degree in business from the University of Washington and his Masters of Science degree in finance from Seattle University.
Actieve functies van Keith D. Swanson
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BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Portefeuillebeheerder-Aandelen | 01-11-2021 |
Eerdere bekende functies van Keith D. Swanson
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Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Portefeuillebeheerder-Aandelen | 01-03-2000 |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Keith D. Swanson
University of Washington | Undergraduate Degree |
Seattle University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Finance |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Finance |