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Phil Swan
Private Wealth Manager
Phil Swan is an experienced Relationship Management executive with a strong background in working with institutions and high net worth individuals across various asset classes such as US, NUS, and EM equities, fixed income, private equity, and real estate.
He is skilled in Sales and Client Service, with a proven track record in the financial industry.
Phil Swan holds a BA in History from Colorado College, showcasing his commitment to learning and personal development.
Currently serving as the Vice President of Wealth Management at UBS, Phil Swan has held prominent roles in reputable organizations including being the President at PHIL SWAN FIVE, LLC, Director of Investor Relations at Griffis Residential, Director of Sales at Thorofare Capital, and Senior Vice President at Capital Group.
