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Paul Swanson

Paul Swanson

Senior Equity Research Analyst, senior portfolio manager

Followers of Paul Swanson339 followers
location of Paul SwansonCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Portfolio Manager, Melville Douglas Asset Management

  • Education

    • CFA Insititute

      1995 - 2001
      CFA Charter Investments and Securities

      Activities and Societies: Correspondence Studied Investments

    • St Davids College, Marist Brothers, Inanda

      1977 - 1986
      Matric Matric subjects

      Activities and Societies: Rugby, cricket, swimming, drama School

    • University of Johannesburg

      1999 - 2001
      Master's Degree Financial Management upper 2nd

      Activities and Societies: Part time study Post graduate study in Finance

  • Experience

    • STANLIB since 1999 across equity analysis, portfolio management and sales

      Mar 1999 - Sept 2015
      Senior Equity Research Analyst, senior portfolio manager

    • STANLIB

      Mar 1999 - Sept 2015
      Retail Investment Manager

      Providing technical investment input to our Retail BDM Sales team who are engaging with STANLIB clients on our investment products.

    • Melville Douglas

      Oct 2015 - now
      Senior Portfolio Manager

      As a senior Portfolio Manager I am a member of the asset allocation committee, involved in global equity analysis, portfolio construction and portfolio management.I also lecture part time (University of Johannesburg's) Investment Honour's degree.

  • Licenses & Certifications

    • CFA

      CFA Insitute

  • Volunteer Experience

    • Community work with youth

      Issued by Personal on Jan 2008
      PersonalAssociated with Paul Swanson