![Micah John Wakefield](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Micah J.
Wakefield is a Portfolio Manager, Director of Research & Product Development at Swan Global Management LLC and at Swan Global Investments LLC.
Mr. Wakefield directs Swan Overlay programs, helps oversee underlying investments for DRS, daily risk assessment and position review.
He also leads research and development of strategies and products at Swan leveraging an extensive track record in portfolio management, trading, analysis, and business management.
He frequently contributes to the authorship of our thought leadership material.
Prior to joining Swan, Mr. Wakefield was Director of Operations and Trading and a member of the investment committee for a wealth management firm in Texas.
He earned an MBA from Liberty University and has also completed the Accredited Wealth Management Advisor designee program and the Accredited Asset Management Specialist program from the College for Financial Planning.
He also holds the Chartered Alternative Investment Analyst designation (CAIA).
Former positions of Micah John Wakefield
Companies | Position | End |
---|---|---|
Swan Global Investments LLC
![]() Swan Global Investments LLC Investment ManagersFinance Swan Global Investments LLC (Swan) is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randall W. Swan in 1997 as Swan Wealth Advisors, Inc. They are a wholly-owned subsidiary of Swan Global Holdings (US) LLC. Swan provides discretionary investment management services to investment advisors, individuals, institutions, trusts, pension plans, corporations and family offices. | Director of Research - Equity | 2022-02-28 |
Swan Global Management LLC
![]() Swan Global Management LLC Investment ManagersFinance Swan Global Management LLC (SGM) is an independent, SEC-registered investment management firm headquartered in Humacao, Puerto Rico. The firm was founded by Randall Swan in 2014. SGM provides discretionary investment management and acts as a sub-advisor to the Swan mutual funds and ETFs. | Director of Research - Equity | 2022-02-28 |
Training of Micah John Wakefield
Liberty University | Masters Business Admin |
Thomas Edison State College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Swan Global Investments LLC
![]() Swan Global Investments LLC Investment ManagersFinance Swan Global Investments LLC (Swan) is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randall W. Swan in 1997 as Swan Wealth Advisors, Inc. They are a wholly-owned subsidiary of Swan Global Holdings (US) LLC. Swan provides discretionary investment management services to investment advisors, individuals, institutions, trusts, pension plans, corporations and family offices. | Finance |
Swan Global Management LLC
![]() Swan Global Management LLC Investment ManagersFinance Swan Global Management LLC (SGM) is an independent, SEC-registered investment management firm headquartered in Humacao, Puerto Rico. The firm was founded by Randall Swan in 2014. SGM provides discretionary investment management and acts as a sub-advisor to the Swan mutual funds and ETFs. | Finance |
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