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    Phil Swan

    Private Wealth Manager

    Phil Swan is a financial professional with extensive experience in investment management and business development.2 He served as Vice President of Wealth Management at UBS from May 2019 to August 2021.2 Currently, Phil is the Director of Business Development at Terra Alpha Investments, a position he has held since September 2021.21

    Prior to his roles at UBS and Terra Alpha, Phil had a long career at Capital Group, where he worked for 27 years, rising to the position of Senior Vice President.2 He began his career there in 1984 as a Relationship Manager.2

    Phil Swan holds a BA in History from Colorado College.21 He is actively involved in various non-profit organizations, serving on several boards including the National Audubon Society, The Huntington Library, Art Museum and Botanical Gardens, and the Los Angeles Master Chorale.23 His involvement in these organizations reflects his passion for the environment and conservation.12

    In his current role at Terra Alpha Investments, Phil is responsible for setting the firm's business development strategy and its implementation.1 He brings over 30 years of experience in the industry to this position, combining his investment expertise with his commitment to environmental causes.12

    Related Questions

    What are Phil Swan's main responsibilities at Terra Alpha Investments?
    How did Phil Swan transition from UBS to Terra Alpha Investments?
    What specific environmental and cultural values does Phil Swan prioritize in his work?
    Can you provide more details about Phil Swan's volunteer work with non-profit organizations?
    What was Phil Swan's role at Capital Guardian Trust Company, and how did it prepare him for his future positions?
    Phil Swan
    Phil Swan, photo 1
    Phil Swan, photo 2
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    Location

    Los Angeles Metropolitan Area