Pat Swanson

Strategic Partner and Compliance Manager at Trinity Investors, a private equity firm

Role
Strategic Partner, Compliance Officer at Trinity Investors
Location
Houston, TX, US
LinkedIn followers
500 followers

About Pat Swanson

Pat serves as a strategic partner and compliance officer at Trinity Investors, a private equity firm, focusing his efforts to increase Trinity’s presence and assets in Coastal and South Texas. In 2018 and 2019, recognized by Forbes magazine as one of top 500 wealth advisers nationwide and top 20 in Texas based on the recommendation of Shook Research.

Experience

  1. Strategic Partner, Compliance Officer

    Trinity Investors

    Aug 2019 — Present · Houston, TX, US

    Pat serves as a portfolio manager and strategic partner at Trinity Investors, a private equity firm. Pat\'s primary focus is to introduce qualified investors and sponsors from Coastal and South Texas to the Trinity expereince.In 2018 and 2019, recognized by Forbes magazine as one of top 500 wealth advisers nationwide and top 20 in Texas based on the recommendation of Shook Research.

Education

  • United States Air Force Academy

    Bachelor of Science (BS), Economics

    1975 — 1979

  • Pepperdine Graziadio Business School

    Master of Business Administration (MBA)

    1980 — 1982

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Pat Swanson — Strategic Partner, Compliance Officer at Trinity Investors in Houston, TX, US | Unifers