Michael Swann
About Michael Swann
Michael Swann is the Director of Defined Contribution Strategy and Client Portfolio Manager at SEI Investments, specializing in advising DC plan sponsors on retirement strategies and investment solutions.
Current Role at SEI Investments
Michael Swann serves as the Director of Defined Contribution Strategy and Client Portfolio Manager at SEI Investments within their Institutional Group. With over a decade of experience at the company, Swann's role involves advising defined contribution (DC) plan sponsors on goals-based retirement strategies. He specializes in institutional multi-manager investments and the simplification of investment menus. His responsibilities also include providing comprehensive consulting on appropriate DC investments, plan design, market trends, and custom white-label funds.
Previous Experience at Ascensus, Inc.
Before joining SEI Investments, Michael Swann spent several years at Ascensus, Inc. He began his tenure at Ascensus as an Account Manager in Mid-Market Client Services from 2005 to 2007. He was then promoted to Communications Manager, a role he held from 2007 to 2011. His experience at Ascensus provided him with a strong foundation in client services and communications within the retirement plan services industry.
Work Experience at National Penn Bank
Michael Swann served as Assistant Vice President at National Penn Bank from 2000 to 2005. During his five-year tenure, he gained substantial experience in the banking sector, which contributed to his expertise in the financial services industry.
Educational Background
Michael Swann holds a Bachelor's degree in Economics from Gettysburg College, where he studied from 1995 to 2000. He furthered his education at Cannon Financial Institute, earning a designation from the Institute of Certified Bankers in Retirement Plan Services and graduating between 2000 and 2005. His comprehensive education has been instrumental in his career, providing him with a strong theoretical and practical foundation in economics and retirement plan services.
Early Career at Sovereign Bank
Michael Swann began his career at Sovereign Bank, working as a Customer Service Representative from 1995 to 2000. This role marked the start of his journey in the financial services industry and provided him with essential skills in customer service and banking operations.