Hunter Swanson
Client Portfolio Manager @Raymond James Investment Management
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WORK HISTORY
Client Portfolio Manager @Raymond James Investment Management
US
Serve as a key liaison between portfolio management and clients, translating investment philosophy, strategy positioning, and performance attribution for institutional and intermediary audiences- Represent Reams\' active fixed income strategies across investment platforms, due diligence meetings, and client communications- Partner with sales, marketing, and consultant relations teams to support business development and retention initiatives across channels including RIAs, broker-dealers, and institutional investors- Prepare and deliver tailored investment presentations, market commentaries, and thought leadership to enhance client understanding and engagement- Analyze market dynamics and portfolio positioning to ensure timely, accurate, and consistent messaging aligned with the firm’s investment process and risk-aware philosophy- Support the advancement of platform placement and strategy approvals, including engagement with due diligence teams and investment gatekeepers.
EDUCATION
University of Missouri-Columbia
Bachelor of Science in Business Administration - BSBA, Finance
University of Missouri-Kansas City
Master of Science - MS, Accounting
Saint Thomas Aquinas High School
Diploma, General Education
SKILLS
ABOUT HUNTER SWANSON
Dynamic investment professional and CPA with expertise spanning asset management…
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