DURANGO, Colo.--(BUSINESS WIRE)--Swan Global Investments (“Swan”), a leading provider of hedged equity solutions, separately managed accounts and mutual fund products for more than two decades, today announced that J. Gibson Watson III has been appointed as the firm’s first Chief Strategy Officer. Mr. Watson assumes this newly created position after spending several years as a trusted external advisor to Swan’s executive team. In his role, he is tasked with driving strategic initiatives in the areas of distribution, external partnerships and relations, operations, product development and marketing. He is also responsible for the firm’s profit and loss statement.
“Gib’s appointment reflects our ongoing commitment to building a best-in-class asset management platform dedicated to helping investors better manage risk and navigate full market cycles to reach their objectives,” said Randy Swan, Founder and Chief Executive Officer. “His experience building businesses and helping a variety of firms with due diligence, manager selection processes, product development and distribution efforts will be very additive to our business. After having Gib as our trusted consultant for years, we are very pleased that he is formally coming aboard.”
Mr. Watson most recently founded Trident Wealth Management Consulting, LLC, a strategic consulting firm that services asset and wealth managers, registered investment advisors, family offices, bank trusts and financial technology companies. Prior to that, he founded Prima Capital in 1999 and served as its Chief Executive Officer and President through its acquisition in 2012 by Envestnet (NYSE: ENV), where he served as Vice Chairman. Prima Capital was a leading independent provider of manager research, due diligence, and advice on a vast spectrum of investment products, portfolio models and solutions. At the forefront of WealthTech, Prima Capital also launched empowering web-based applications for advisors including PrimaGuide, AllocationGuide and the Matrix Retire Tool(k)it. Mr. Watson also previously served as National Managing Director of the Investment Advisory Services practice at KPMG, where he oversaw the development of a leading asset allocation, long-only and alternative manager due diligence, and reporting platform to support 400 KPMG financial advisors across the United States.
“It is extremely exciting to join Swan after having advised Randy and Rob in recent years as the firm has reached new heights,” said Mr. Watson. “As a former due diligence analyst, I have known Swan Global Investments for quite a while and remain impressed by the quality of the firm, the quality of the people, and the quality and consistency of its rules-based investment process. The firm’s Defined Risk Strategy is a truly differentiated investment approach that can deliver tremendous portfolio advantages to investors of all sizes. I look forward to working with the full team to help drive the next chapter of the firm’s growth and expand the role of the DRS in investor portfolios.”
In his newly created role, Mr. Watson will sit on Swan’s leadership committee. His appointment is effective as of June 24, 2019.
Founded in 1997, Swan Global Investments is a leading asset management firm that offers time-tested goals-based investment solutions that have produced consistent long-term returns over time, by prioritizing the preservation of investors’ irreplaceable capital.
Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS). Please note that registration of the Advisor does not imply a certain level of skill or training. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance that future performance will be comparable to past performance. This communication is informational only and is not a solicitation or investment advice. Further information may be obtained by contacting the company directly at 970-382-8901 or www.swanglobalinvestments.com.