Chris Caswell
Regional Director - Southeast, Swan Global Investments
Chris is responsible for Swan’s business development and client service efforts covering all channels in the Southeast with firms that align with the Defined Risk Strategy’s philosophy. He provides financial advisors with the resources necessary to convert prospects into clients and to better retain and service existing client relationships.
Prior to joining Swan in 2012, Chris worked at Well Fargo in the Private Banking division working side-by-side with Financial Advisors and their affluent clients helping them create a financial plan.
Chris earned his M.S. in Business Administration from the University of South Florida, and a B.S. in Business Management from the University of Florida. Additionally, he is a Chartered Alternative Investments Analyst (CAIA) Charterholder.