Gregory Swaim
Senior Analyst
Greg is focused on investment manager research, evaluation and due diligence. He began his career as an intern at RBC Wealth Management conducting equity research for portfolio managers, honing his .NET development skills, and developing an expertise as a Bloomberg API programmer.
He later worked as an Associate for Private Advisors, a multi-strategy fund of funds in Richmond, Va., developing quantitative analytics and automating data systems.
Prior to joining Blue Rock in 2009, he was the General Manager of a wholly-owned subsidiary of Capistar Franchise Holdings, where he helped franchise-industry companies raise capital for expansion efforts.
After receiving a National Merit Commendation, Greg earned a B.S.B.A. in Finance at the Robins School of Business at the University of Richmond, where he served as the president of his class. Greg is a CFA Level Two Candidate.
Greg can be reached at (952) 229-8708 or swaim@blue-rock.com.