CoverProfile

Matthew Swendiman

Financial Advisor & Senior Portfolio Manager

Crew Capital Management

United States, Ohio, Cincinnati

About Me

I am generally responsible for Crew Capital’s legal and compliance matters, as well as much of our work in the private placement insurance space. As a CFA charter holder, I enjoy supporting Rob and the investment team with our client’s investment needs, and I am fortunate, as an investment advisory representative of Crew, to continue to serve a small number of our clients. I began my investment management career in 1996 in the transfer agent and legal and compliance department for a large third-party mutual fund administrator. Thereafter, I served as counsel to Conseco Capital Management, a multi-billion dollar institutional investment management firm located in Carmel, IN. In 2002, I joined
View more

Profile Information

Financial Advisor & Senior Portfolio Manager

Crew Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

May 15, 2024

More profiles to browse

Profile Photo
Robert Jung
Founder, Owner & Chief Executive Officer
PB
Peter Baden
Financial Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial