TIGER 21 EXPANDS WEST COAST FOOTPRINT WITH SECOND GROUP IN SAN DIEGO

Jul 14, 2017

Ultra-High-Net-Worth Network’s 50th Group to be Led by Jerry Swain

New York, NY – July 14, 2017TIGER 21, the premier peer-to-peer learning network for high-net-worth wealth creators, today announced the addition of a second Group to the San Diego market. This new Group will be chaired by accomplished entrepreneur and executive Jerry Swain, a long-time Solana Beach resident.

Through its monthly meetings, this new Group will provide Members with a unique and confidential forum in which to focus on improving their investment acumen while exploring issues of wealth preservation, philanthropy, estate planning and family dynamics. Currently, TIGER 21’s membership comprises more than 500 first-generation wealth creators and highly successful entrepreneurs, who collectively manage approximately $51 billion in assets.  

TIGER 21 established its first San Diego Group in 2007. With the presence of leading technology companies and research organizations that are complemented by a robust pipeline of academic talent from local higher education institutions, in addition to the largest concentration of military assets in the world and a booming tourism industry, the region boasts one of the most diverse, dynamic economies in the country.

“San Diego’s reputation as an innovation economy is reflected in the remarkable companies and individuals that call it home,” said Mr. Swain. “As a TIGER 21 Chair, I look forward to convening some of the region’s preeminent business leaders and entrepreneurs to explore ways in which we can become not only more engaged, informed investors, but also philanthropists, family members and citizens.”

Mr. Swain commenced his career at IBM, gaining recognition as a successful sales manager and leader. He went on to demonstrate his entrepreneurial aptitude by founding and building an international, award-winning chocolate brand and business that he later sold to a strategic acquirer. Mr. Swain now participates as an advisor, interim CEO, investor and board member for several companies and, as such, is regularly asked to share his experiences via speaking engagements at various business conferences and universities. In addition, he is committed to giving back to the community through his companies, and now continues to do so as a board member of several nonprofit organizations, including the Western Candy Association.

“Jerry’s entrepreneurial background, and proven track record in achieving ambitious business objectives, make him an ideal fit for TIGER 21,” said Barbara Goodstein, CEO of TIGER 21. “Like many of our Members, he has experience in driving innovation and assuming risk to build a profitable company from the ground up, while simultaneously seeking meaningful ways in which to give back to his community. We are confident that he will add tremendous value to Group discussions.”

For more information about the TIGER 21 Membership experience, please see here.

About TIGER 21

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America’s premier peer-to-peer learning network for high-net-worth wealth creators. TIGER 21’s 500+ Members collectively manage personal assets of approximately $50 billion and over $115 billion in assets when assets managed for others are included.  Members are entrepreneurs, investment managers and top executives. TIGER 21 focuses on improving investment acumen as well as exploring common issues of wealth preservation, estate planning and family dynamics in the context of a unique community of peers. Founded in 1999, TIGER 21 is headquartered in New York City and has groups in Atlanta, Austin, Boston, Charlotte, Chicago, Dallas, Denver, Houston, Los Angeles, Miami, Nashville, New York, Newport Beach, Palm Beach, San Diego, San Francisco, San Juan, PR, Seattle, Tampa, and Washington, DC as well as international groups in, Calgary, Edmonton, London (UK), Montreal, Ottawa, Toronto, and Vancouver. More information can be found at www.TIGER21.com.

If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.