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Kenneth Swan, portrait

Kenneth Swan

President, Chief Executive Officer, Board Member at LMCG Investments

Firm officerUpdated

Kenneth Swan has been President, Chief Executive Officer, Board Member of LMCG Investments, LLC, a Boston, MA investment adviser managing $6.83B, since July 2009.

17
Years in role
$6.83B
Firm AUM
968
Firm clients
16
Firm advisers

From Form ADV filed 9 April 2026Form ADV

Career

Kenneth Swan is a control person of LMCG Investments and directly owns between 10% and 25% of it. Kenneth Swan holds a B.A. from Bates College.

LMCG Investments is an investment adviser based in Boston, MA, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and state or municipal government entities. Its regulatory assets under management total $6.83 billion, as filed on 9 April 2026. Its fees, ownership and offices are on the firm’s profile.

Kenneth Swan is Managing Partner, Chief Executive Officer of LMCG Investments. Swan joined LMCG in 2001 and serves as Chief Executive Officer and LMCG Board Member. Before joining LMCG, Swan worked at State Street Global Advisors and IBM. Swan is on the Board of Directors for Tenacity, a Boston-based charity focused on literacy and fitness in Boston Public Schools.

Key facts

CRD
4875165
Firm
LMCG Investments · CRD 149936
Role
President, Chief Executive Officer, Board Member
In role since
July 2009 · 17 years
Control person
Yes
Direct ownership
10% to 25%
Firm headquarters
Boston, MA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
lmcg.com

Common questions

Where does Kenneth Swan work?

Kenneth Swan has been President, Chief Executive Officer, Board Member of LMCG Investments, LLC since July 2009, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 April 2026

How can I verify Kenneth Swan’s record?

Kenneth Swan’s role is listed on LMCG Investments, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 149936.

Source: Form ADV, Schedule A, filed 9 April 2026

Leadership at LMCG Investments

Sources

  1. IAPD individual lookup, CRD 4875165, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of LMCG Investments, LLC, filed 9 April 2026. Title, control and ownership bands.
  3. LMCG Investments team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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