Sunil N. Swami

Chief Investment Officer at Alerus Financial Corp.

Sunil N. Swami

Sunil N. Swami

Chief Investment Officer at Alerus Financial Corp.

Overview
Career Highlights

Alerus Financial Corp.
Alerus Investment Advisors Corp.
Alerus Financial, NA

RelSci Relationships

363

Relationships
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President, Chief Executive Officer, Chairman of the Board at Alerus Financial Corp.

Relationship likelihood: Strong

Chief Strategy Officer & Executive Vice President at Alerus Financial Corp.

Relationship likelihood: Strong

Chief Business Officer at Alerus Financial Corp.

Relationship likelihood: Strong

Portfolio Manager, Fixed Income at Alerus Financial Corp.

Relationship likelihood: Strong

Chief Financial Officer at Alerus Investment Advisors Corp.

Relationship likelihood: Strong

Director-Sales & Services at Alerus Financial Corp.

Relationship likelihood: Strong

CCO at Alerus Investment Advisors Corp.

Relationship likelihood: Strong

Executive Vice President & Director-Banking Services at Alerus Financial Corp.

Relationship likelihood: Strong

Executive Vice President & Director-Wealth Management at Alerus Financial Corp.

Relationship likelihood: Strong

Director of Investment Advisory Services at Alerus Investment Advisors Corp.

Relationship likelihood: Strong

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Sunil N. Swami
Chief Investment Officer at Alerus Financial Corp.
Education

Massachusetts Institute of Technology (MIT) is a private research university located in Cambridge, Massachusetts, United States. MIT has five schools and one college, containing a total of 32 academic departments, with a strong emphasis on scientific, engineering, and technological education and research. Founded in 1861 in response to the increasing industrialization of the United States, the institute used a polytechnic university model and stressed laboratory instruction. MIT was elected to the Association of American Universities in 1934.

Undergraduate Degree in Engineering

The Indian Institute of Technology Kharagpur (IIT Kharagpur or IIT KGP) is a public engineering institution established by the government of India in 1951. The first of the IITs to be established, it is recognized as an Institute of National Importance by the government of India.

MBA

MIT Sloan School of Management is the business school of the Massachusetts Institute of Technology, in Cambridge, Massachusetts, USA. MIT Sloan offers bachelor's, master's, and doctoral programs, as well as non-degree executive education. Its largest program is its full-time MBA, which is one of the most selective in the world, with students from more than 60 countries every year, and ranked #1 in more subjects than any other MBA program.

Career History
Chief Investment Officer
Current

Alerus Financial Corp. engages in the provision of business and consumer financial products and services. The company through its subsidiaries Alerus Financial NA and Alerus Securities Corp. offers business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plan administration and employer-sponsored services, including payroll, health savings accounts, flexible spending accounts, health reimbursement arrangements, and COBRA administration, and wealth management, including trust, brokerage, executive insurance, and asset management. Alerus Financial was founded in 1933 and is headquartered in Grand Folks, ND.

Chief Investment Officer
2010 - Current

Alerus Investment Advisors Corp. specializes in reducing portfolio volatility through strategic asset allocation, diversification within each asset class and the ongoing use of risk management software.

Chief Investment Officer
2004 - 2010

Alerus Financial, NA provides banking, wealth management products and services. It manages portfolios for individuals and institutions. The firm offers checking and savings accounts, investments, loans and credits, mortgages, insurance, trust and estate planning services. The company was founded in 1879 and is headquartered in Grand Forks, ND.

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