Founder, Manager
Current
Apr 2022 - Present
AeroLeads people directory · profile
Micah Wakefield, Caia Email & Phone Number
Founder, Manager
at
TrueHaven Capital
1 phone found
area 210
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Micah Wakefield, Caia? Overview
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Quick answer
Micah Wakefield, Caia is listed as Founder, Manager at TrueHaven Capital, based in Bradenton, Florida, United States. AeroLeads shows phone signal with area code 210 and a matched LinkedIn profile for Micah Wakefield, Caia.
Micah Wakefield, Caia previously worked as Investment Advisor at Brs Financial, Llc and Founder, Manager at Truehaven Consulting. Micah Wakefield, Caia holds Mba, Business Administration, 4.0 from Liberty University.
Company email context
Email format at TrueHaven Capital
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TrueHaven Capital
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Profile bio
About Micah Wakefield, Caia
Micah Wakefield (CAIA®, AWMA®, AAMS®) is a wealth manager and Investment Advisor Representative with BRS Financial, LLC. He joined BRS in April 2022. From 2014 through March 2022, Micah worked at Swan Global Investments as a portfolio manager and the managing director of research and product development, specializing in hedged equity strategies. As a member of the Investment Management Committee at Swan, he contributed to strategic decision making and assisted with daily risk assessment and positioning across all of Swan’s portfolios and strategies, with a focus on 40 act funds and ETFs, SMAs, and Swan’s overlay programs. He also helped manage a hedge fund and family office alternative investments. Prior to 2014, he was a financial advisor and the Director of Operations and Trading for a wealth management firm in Texas. Micah received his MBA from Liberty University and holds the CAIA® Chartered Alternative Investment Analyst designation and the AWMA® (Accredited Wealth Management Advisor) and AAMS® (Accredited Asset Management Specialist) programs from the College for Financial Planning.
Listed skills include Program Management, Small Business, Finance, Operations Management, and 16 others.
Current workplace
Micah Wakefield, Caia's current company
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9 roles
Micah Wakefield, Caia work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Brs Financial, Llc
Founder, Manager
Truehaven Consulting
Managing Director, Research And Product Development
About Swan Global Investments:Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with $2.7 billion in assets under management (as of Jan 31, 2022).Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear markets).This proprietary strategy is available in Mutual… Show more About Swan Global Investments:Swan Global Investments is an asset management firm that designed and manages the Defined Risk Strategy (DRS), with $2.7 billion in assets under management (as of Jan 31, 2022).Launched in 1997, the Defined Risk Strategy is an absolute-return, market-neutral investment strategy designed to generate consistent returns and reduce volatility across full market cycles (both bull and bear markets).This proprietary strategy is available in Mutual Funds, ETFs, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, and private funds. Swan’s expanding portfolio of innovative investment offerings is managed out of Durango, CO with affiliated offices in Tampa and Puerto Rico.Swan is innovating to bring the professional advice marketplace the next generation of strategic risk management. Swan is focused on helping institutions, advisors, and investors to acquire, grow, and retain assets through the use of effective hedging strategies. Swan provides their investors and clients with alternative investments that are designed to protect and grow their wealth by seeking to deliver industry leading absolute and risk-adjusted returns over a full market cycle. Show less
Aug 2018 - Mar 2022
Portfolio Manager
Portfolio Manager for SMAs, LP, 5 mutual funds, and 15 ETFs
Apr 2017 - Mar 2022
Director Of Research And Product Development
Aug 2014 - Aug 2018
Financial Advisor
Aspect Wealth Management
Aug 2012 - Aug 2014
Director Of Operations And Trading
Aspect Wealth Management
Feb 2009 - Aug 2014
Office Manager
The Spirit Of Elijah Ministries
Jan 2000 - Mar 2014
2 education records
Micah Wakefield, Caia education
Mba, Business Administration, 4.0
Ba, Liberal Arts
FAQ
Frequently asked questions about Micah Wakefield, Caia
Quick answers generated from the profile data available on this page.
What company does Micah Wakefield, Caia work for?
Micah Wakefield, Caia works for TrueHaven Capital.
What is Micah Wakefield, Caia's role at TrueHaven Capital?
Micah Wakefield, Caia is listed as Founder, Manager at TrueHaven Capital.
What is Micah Wakefield, Caia's phone number?
AeroLeads has found 1 phone signal(s) with area code 210 for Micah Wakefield, Caia at TrueHaven Capital.
Where is Micah Wakefield, Caia based?
Micah Wakefield, Caia is based in Bradenton, Florida, United States while working with TrueHaven Capital.
What companies has Micah Wakefield, Caia worked for?
Micah Wakefield, Caia has worked for Truehaven Capital, Brs Financial, Llc, Truehaven Consulting, Swan Global Investments, and Aspect Wealth Management.
How can I contact Micah Wakefield, Caia?
You can use AeroLeads to view verified contact signals for Micah Wakefield, Caia at TrueHaven Capital, including work email, phone, and LinkedIn data when available.
What schools did Micah Wakefield, Caia attend?
Micah Wakefield, Caia holds Mba, Business Administration, 4.0 from Liberty University.
What skills is Micah Wakefield, Caia known for?
Micah Wakefield, Caia is listed with skills including Program Management, Small Business, Finance, Operations Management, Life Insurance, Trading, Research, and Wealth.
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