Robert Bruce Swanson
Head-Equity Investments bei CI Investments, Inc.
Profil
Mr. Robert B.
Swanson, CFA MBA, is a Principal & Portfolio Manager at CI Global Investments, Inc. and a Senior Vice President & Head of Global Equity Strategies at CI Investments, Inc. He joined CI Global Asset Management in 2011 and began his career in the investment industry in 1983.
Prior to joining CI, Mr. Swanson was Lead Manager of several mutual funds at Fidelity Investments with combined assets under management exceeding $20 billion.
He holds a Bachelor of Science in Finance from Northern Illinois University, an MBA from Northwestern University and the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von Robert Bruce Swanson
Unternehmen | Position | Beginn |
---|---|---|
CI Global Investments, Inc.
CI Global Investments, Inc. Investment ManagersFinance CI Global Investments, Inc. (CIGI) is a SEC-registered investment advisor and hedge fund manager headquartered in Oakland, California. The firm was founded in 1997 and is a subsidiary of CI Investments, Inc. (CII), itself owned by CI Financial Corp. (TSX: CIX) in Canada. CIGI provides investment advisory services as a portfolio sub-advisor to certain mutual funds offered to Canadian investors, sponsored by CII, that are registered under the Securities Act (Ontario) and other similar legislation in other Canadian provinces and territories. | Portfolio Manager-Aktien | 01.01.2011 |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Head-Equity Investments | 01.01.2021 |
Ehemalige bekannte Positionen von Robert Bruce Swanson
Unternehmen | Position | Ende |
---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portfolio Manager-Aktien | 31.03.2010 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 31.12.1999 |
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago. | Portfolio Manager-Aktien | 31.12.1988 |
Ausbildung von Robert Bruce Swanson
Northwestern University | Masters Business Admin |
Northern Illinois University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private Unternehmen | 4 |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
ABN AMRO Asset Management USA LLC
ABN AMRO Asset Management USA LLC Regional BanksFinance ABN AMRO Asset Management (AAM) is the separately organized U.S. investment management business of ABN AMRO Holding NV (NYSE: ABN). AAM offers a line of global, regional and domestic investment strategies to institutional and individual investors worldwide as segregated accounts, as well as through ABN AMRO mutual funds. The firm is based in Chicago. | Finance |
CI Global Investments, Inc.
CI Global Investments, Inc. Investment ManagersFinance CI Global Investments, Inc. (CIGI) is a SEC-registered investment advisor and hedge fund manager headquartered in Oakland, California. The firm was founded in 1997 and is a subsidiary of CI Investments, Inc. (CII), itself owned by CI Financial Corp. (TSX: CIX) in Canada. CIGI provides investment advisory services as a portfolio sub-advisor to certain mutual funds offered to Canadian investors, sponsored by CII, that are registered under the Securities Act (Ontario) and other similar legislation in other Canadian provinces and territories. | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |