Tim Swanson
Chief Investment Officer at MMA
- Role
- Chief Investment Officer at Marsh McLennan Agency
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Tim Swanson
Results-driven Asset Management Executive skilled at finding robust strategies despite…
Experience
Chief Investment Officer
Apr 2023 — Present · Greensboro, NC, US
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities),member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of theAmericas, New York, NY 10036. Phone:(212) Variable insurance products distributed by MMASecurities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC areaffiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSMare offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investmentadviserrepresentatives are registered representatives of MMA Securities. A copy of our written disclosurestatement discussing our advisory services and fees is available for your review upon request.We are providing this information to you in our capacity as consultants with knowledge and experiencein the insurance industry and not as legal or tax advice. The issues addressed may have legal or taximplications to you, and we recommend you speak with your legal counsel and/or tax advisor beforechoosing a course of action based on any of the information contained herein.For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities InvestorProtection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party postsfound on this profile do not reflect the views of MMA Securities LLC and have not been reviewed foraccuracy or completeness.
Education
University of Rochester
MA
1989 — 1991
Skills
- Investment Management
- Equities
- Investments
- Hedging
- Fixed Income
- Equity Research
- Securities
- Derivatives
- Financial Analysis
- Asset Allocation
- Banking
- Leadership
- Risk Management
- Wealth Management
- Asset Management
- Investment Banking
- Portfolio Management
- Alternative Investments
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