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Swan Global Investments Employee Directory

Investment ManagementColorado, United States11-50 Employees

Swan Global Investments is an asset manager that concentrates on options-based strategies to grow and protect wealth. Its hedged equity approach blends equity exposure with option-driven risk management, anchored by its Defined Risk Strategy that aims to stay invested while hedging against market risk. The firm also offers Enhanced Dividend Income and custom option overlays, with solutions spanning ETFs, mutual funds, separately managed accounts, and multi-asset models.

Headquartered in Durango, Colorado, with an office in Puerto Rico, the company has operated since 1997 as a mid-sized asset manager. In 2024, Swan launched the Swan Enhanced Dividend Income Strategy in partnership with O'Shares Investments to expand its income-focused offerings.

Find Swan Global Investments employees' phone numbers or email addresses

Swan Global Investments Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Asia
2

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  • Qatar
    2

South America
1

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  • Colombia
    1

Swan Global Investments's Leadership

  • Stylized image of a person
    R. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Senior Portfolio Manager, Managing Director- Risk
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Managing Director - Philanthropy And Institutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. C.
    Investment Analyst
    Phone icon
    Mobile Phone

Swan Global Investments Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Accounting
  • Business
  • Other
  • Product Management
  • Administrative

Contact profiles from Swan Global Investments

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    President
    Phone icon
    Mobile Phone
    Puerto RicoSan Juan
    Jul 08, 2026
  • Stylized image of a person
    C. H.
    Senior Portfolio Manager, Managing Director- Risk
    Phone icon
    Mobile Phone
    Puerto Rico
    Jun 08, 2026
  • Stylized image of a person
    A. C.
    Managing Director - Philanthropy And Institutions
    Phone icon
    Mobile Phone
    Jul 29, 2024
  • Stylized image of a person
    M. D.
    Principal
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    E. C.
    Investment Analyst
    Phone icon
    Mobile Phone
    Puerto RicoHumacao
    Jun 08, 2026

Frequently Asked Questions

What is Swan Global Investments known for?

Minus sign iconPlus sign iconSwan Global Investments was founded in 1997 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-970-382-****
. Explore Swan Global Investments's company overview page for more information.

What is Swan Global Investments's most common email format?

Minus sign iconPlus sign iconSwan Global Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Swan Global Investments email formats with LeadIQ.

How many employees does Swan Global Investments have currently?

Minus sign iconPlus sign iconSwan Global Investments has approximately 37 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are Swan Global Investments's key employees and leadership?

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As of July 2026, Swan Global Investments's key employees include:

  • President: R. S.
  • Senior Portfolio Manager, Managing Director- Risk: C. H.
  • Managing Director - Philanthropy And Institutions: A. C.
  • Principal: M. D.
  • Investment Analyst: E. C.

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