Edward Swenson Overview

  • Primary Position
  • President

  • Primary Industry
  • Information Technology

  • Active Board Seats
  • 1

Edward Swenson General Information

Biography

Mr. Edward Swenson serves as Advisor & Executive Council Member at Long Ridge Equity Partners. Mr. Swenson serves as President at Advisor Services Exchange. He also serves as an Advisor & Executive Council Member at Long Ridge Equity Partners. Mr. Swenson co-founded and served as Chief Operating Officer at Dynasty Financial Partners. He is responsible internally for all technology, operational, and client service relationships and externally for all outside vendor and technology relationships established for the firm. Before Dynasty, he was a Portfolio Manager for the Legg Mason Partners Large Cap Growth Fund, where he oversaw trading, rebalancing, and distribution network communications for Smith Barney's Multiple Discipline Accounts division. Mr. Swenson is a graduate of both the London School of Economics and New York University's Stern School of Business.

Contact Information

Primary Position
President, Advisor Services Exchange
Education
New York University (Stern), MBA (Master of Business Administration)
London School of Economics and Political Science, BS (Bachelor of Science)
Gender
Male
Email
es
Phone
+1 (646)
Address
  • 200 Central Avenue
  • 15th Floor
  • Saint Petersburg, FL 33701
  • United States
+1 (646)

Edward Swenson Positions (1)

Firm name Firm type Title Location Industry Since
Advisor Services Exchange Company President Saint Petersburg, FL Financial Software

Edward Swenson Board Seats (1)

Company Industry Ownership Status Financing Status Location Since
Long Ridge Equity Partners New York, NY

Edward Swenson Lead Partner on Deals (1)

Edward Swenson has been the lead partner on 1 deal. Their latest deal was with SmartRIA, a financial software company. The deal was made on 07-Dec-2021.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
SmartRIA 07-Dec-2021 Later Stage VC Completed Financial Software Knoxville, TN

Edward Swenson Network (23)

Board Members (15)

Name Company Representing Location From
Swastika Rajaram Long Ridge Equity Partners Self New York, NY
Levon Chertavian Long Ridge Equity Partners Long Ridge Equity Partners New York, NY
Long Ridge Equity Partners Long Ridge Equity Partners New York, NY
Long Ridge Equity Partners Long Ridge Equity Partners New York, NY
Long Ridge Equity Partners Self New York, NY

Portfolio Executives (8)

Name Company Role Deal date Location
Mac Bartine SmartRIA Co-Founder, Chief Executive Officer & Board Member 07-Dec-2021 Knoxville, TN
Adrian Carr SmartRIA Chief Technology Officer & Lead Software Developer 07-Dec-2021 Knoxville, TN
SmartRIA Chief Revenue Officer 07-Dec-2021 Knoxville, TN
SmartRIA Chief Experience Officer 07-Dec-2021 Knoxville, TN
SmartRIA Chief Revenue Officer 07-Dec-2021 Knoxville, TN

Edward Swenson FAQs

  • Who is Edward Swenson?

    Mr. Edward Swenson serves as Advisor & Executive Council Member at Long Ridge Equity Partners.

  • How much does Edward Swenson typically invest?

    Edward Swenson's median deal size is .

  • What is Edward Swenson’s main position?

    Edward Swenson’s primary position is President.

  • What are the contact details for Edward Swenson?

    Edward Swenson’s email address is es and his phone number is +1 (646) .

  • How many active board seats does Edward Swenson hold?

    Edward Swenson holds a board seat in Long Ridge Equity Partners.

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