![David G. Swallow](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David G. Swallow
Portfolio Manager-Aktien bei
Cerity Partners LLC
Profil
Mr. David G.
Swallow is a Senior Principal at Cerity Partners LLC.
Prior to joining Cerity Partners, Mr. Swallow worked for 8 years at Prio Wealth.
He was responsible for all equity and fixed income trading, as well as implementing fixed income portfolios for clients.
David is a member of the Investment committee and Operations & Compliance committee.
Prior to that, David worked for 17 years at Standish as a Municipal Bond Trader.
He had B.A. Psychology University of Kentucky.
Aktive Positionen von David G. Swallow
| Unternehmen | Position | Beginn |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Portfolio Manager-Aktien | 09.01.2025 |
Ehemalige bekannte Positionen von David G. Swallow
| Unternehmen | Position | Ende |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Trading-Equity | 09.01.2025 |
Ausbildung von David G. Swallow
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
15
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Finance |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
