Donald Allen Swain
Chief Investment Officer at Professional Financial Management, Inc.
Donald Allen Swain active positions
| Companies | Position | Start | End |
|---|---|---|---|
Professional Financial Management, Inc.
 Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Chief Investment Officer | 01/07/2010 | - |
| Investment Committee Member | 01/07/2010 | - | |
| Portfolio Manager-Equities | 01/07/2010 | - | |
| Portfolio Manager-Fixed Income | 01/07/2010 | - |
Career history of Donald Allen Swain
Former positions of Donald Allen Swain
| Companies | Position | Start | End |
|---|---|---|---|
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Corporate Officer/Principal | 01/04/2009 | 01/04/2009 |
Training of Donald Allen Swain
| University of Wisconsin | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
Professional Financial Management, Inc.
Professional Financial Management, Inc. Investment ManagersFinance Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities. | Finance |
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