Profile
Mr. Scott M.
Swanson, CFA, is a Managing Director at Covington Capital Management.
He joined Covington in April 2014.
He is an active member of the Pasadena Tournament of Roses.
He has over 30 years of research experience.
Mr. Swanson previously served as Senior Analyst and Partner at Crowell Weedon & Company, and Portfolio Manager at Engemman Asset Management.
Mr. Swanson graduated from the University of Southern California with a BS in Finance.
He is a Chartered Financial Analyst.
Former positions of Scott Michael Swanson
| Companies | Position | End |
|---|---|---|
Covington Capital Management
 Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Portfolio Manager-Equities | 2022-08-31 |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Analyst-Equity | 2005-12-30 |
Robert L. Bender, Inc.
 Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Analyst-Equity | 1989-12-30 |
Crowell Weedon & Co.
 Crowell Weedon & Co. Investment Banks/BrokersFinance Founded in 1932, Crowell Weedon & Co. is full service stock brokerage and money management firm headquartered in Los Angeles, California. The firm is a subsidiary of D. A. Davidson & Co. and their ultimate parents is the Davidson Cos. | Analyst-Equity | - |
Training of Scott Michael Swanson
| University of Southern California | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
Robert L. Bender, Inc.
Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Finance |
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Finance |
Crowell Weedon & Co.
Crowell Weedon & Co. Investment Banks/BrokersFinance Founded in 1932, Crowell Weedon & Co. is full service stock brokerage and money management firm headquartered in Los Angeles, California. The firm is a subsidiary of D. A. Davidson & Co. and their ultimate parents is the Davidson Cos. | Finance |
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