
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
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
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