Speaker Details

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Marc Odo

CFA®, CAIA®, CIPM®, CFP®, Director of Investment Solutions

Swan Global Investments

About

Marc Odo is the director of investment solutions at Swan Global Investments. Mr. Odo is responsible for helping clients and prospects gain a detailed understanding of Swan's Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan's thought leadership content.
Prior to joining Swan, Mr. Odo was the director of research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that, Mr. Odo was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, he was the resident Zephyr expert.