Emily Swann

Emily Swann, CFA has a diverse work experience in the financial industry. Emily started their career as a Market and Customer Analysis Intern at First Analysis in 2011. In 2012, they interned as a Business Development Intern in the Mid-Market Sales Practice at CEB, now Gartner. Emily then joined AB Bernstein in 2014, starting as an Associate Officer in the Private Wealth Management division. Over the years, they steadily progressed through various roles, including Assistant Vice President, Vice President and Senior Manager. Currently, Emily holds the position of Vice President and Director, specifically focusing on Ultra-High Net Worth Growth & Innovation Initiatives.

Emily Swann, CFA earned their Bachelor of Science (BS) degree in Business and Enterprise Management from Wake Forest University from 2009 to 2013. During their time at Wake Forest, they also pursued minors in Spanish and Entrepreneurship. In 2011, they studied at St. Louis University in Madrid, Spain, and in 2010, they attended ULACIT (The Latin American University of Science and Technology) in San Jose, Costa Rica. Emily Swann also holds the CFA Charterholder certification from the CFA Institute.