Micah Wakefield
Micah Wakefield is Portfolio Manager and Director of Research and Product Development at Swan Global Investments. He assists with daily risk assessment and position analysis across all of the firm's portfolios and strategies, with a focus on 40 act funds, ETFs, and overlay programs. He also leads research and product development at Swan. As a member of the Investment Committee of Swan, Wakefield helps with investment decisions and portfolio constructions, all while directing trading.
Micah Wakefield Professional Experience / Academic History
Professional Experience
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Portfolio Manager and Director of Research and Product Development
Academic History
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MBA in Business Administration
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BA in Liberal Arts
Wakefield has authored some of Swan’s thought leadership, including:
- Math Matters
- Portfolio Optimization: Thinking Outside the Box
- Asset Allocation Strategies Compared
- The Vanishing VIX
- Seeking Options: Defining and Managing Risk
LICENSES AND CERTIFICATIONS
- Chartered Alternative Investment Analyst
- Accredited Wealth Management Advisor
- Accredited Asset Management Specialist