Rick has 29 years of experience. Rick spent 13 years at Wells Fargo Securities (2005-2018) where he held several senior-level positions including, Global Co-Head of Equities and Investment Solutions. In this role, Rick was responsible for overseeing the firm’s Cash Equity and Equity Derivatives sales and trading businesses as well as the firm’s multi-asset class structured notes platform. While at Wells, Rick also served as President of Wells Fargo Portfolio Risk Advisors, an SEC-registered investment advisor specializing in the design and implementation of equity-derivative overlay strategies for institutional investors.

Prior to Wells Fargo, Rick was a Managing Director at Morgan Stanley in the firm’s Equity Structured Products Business. Rick also worked as an index-derivatives trader for Merrill Lynch. Rick began his career in Corporate Finance at Dean Witter Reynolds. Rick graduated from Washington & Lee University in Lexington, VA with a B.A. in Economics and holds a CFA designation.

Marc Odo, CFA, FRM, CAIA, CIPM, CFP®, is the liaison between Swan’s portfolio management team and all its various stakeholders. He 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.

Odo is a frequent speaker at industry conferences and was also a regular presenter at the Wharton School of Executive Education from 2006 to 2011. As well as presenting, Odo has written numerous in-depth white papers, short-form pieces, and contributed to many articles in the financial press.

Prior to joining Swan, Odo was 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. Previously he 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. He graduated from the University of Washington in 1996.

Sean O’Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year. During his tenure, he had oversight responsibility for more than 300 wholesalers and 20 divisions. From 2001 to 2007, Sean managed all domestic wholesaling activities for variable annuities, mutual funds, and 401k’s. Additionally, Sean oversaw variable annuity sales in Japan and held a seat on the Board of Directors for the Japanese Life Company.

In July 2007, Sean joined Pacer Financial to lead the national wholesaling team. He has made television appearances on CNBC and Fox Business.

Sean holds the FINRA Series 7, 24, 26, 63, and 65 licenses as well as a Pennsylvania Resident Insurance Producer license and is also licensed as a Non-resident Insurance Producer in all 50 states and commonwealths throughout the US and the District of Columbia.

Sean is a graduate of The Catholic University of America, Washington, DC.

Since joining the Pacer team in 2015, Danke has been instrumental in leading the development and management of the Pacer ETF series, while also providing  support to the sales team.   His contributions extend to helping develop investment strategies for a diverse array of ETFs, including the highly successful Cash Cows Series. He plays a leading role in investment research, generating valuable insights for investment decision-making through a combination of quantitative and qualitative approaches. Danke manages over $40 billion AUM across the Pacer funds and over a span of 8 years, has established and optimized portfolio management workflows while initiating efficient fund operations.

Danke holds a Master of Science degree in Finance from Villanova University, Master of Science degree in Biological Sciences from National University of Singapore, and a Bachelor of Engineering degree in Biomedical Engineering from Sichuan University.