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Swan Announces New Chief Investment Officer, Publishes Guide to Leveraged Bitcoin Equities
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Swan Announces New Chief Investment Officer, Publishes Guide to Leveraged Bitcoin Equities

Ben Werkman joins Swan as CIO. New LBE primer explains key concepts, implementation steps, risk management, and valuation approaches.
Swan Bitcoin
Swan Bitcoin
Apr 23, 2025April 23, 20253 min read3 minutes read

In this article

  • Welcoming Ben Werkman as Chief Investment Officer
  • Swan is the USA's # 1 Bitcoin-based Wealth Platform
  • Introducing Swan’s Guide for Leveraged Bitcoin Equities

Swan is committed to building a financial future rooted in Bitcoin, and that starts with hiring Bitcoiners who live the mission. As part of this directive, Swan is proud to announce the appointment of a new Chief Investment Officer to help guide us into our next phase of growth. This strategic hire reflects Swan’s dedication to assembling a leadership team that deeply understands Bitcoin and the Bitcoin Investor, and is focused on enabling clients to build their financial lives on the foundation of Bitcoin.

Welcoming Ben Werkman as Chief Investment Officer

Ben Werkman has been an instrumental voice in the retail investing community, known for simplifying complex strategies around Leveraged Bitcoin Equities and making them accessible through his open-source approach to research and education.

“I’m thrilled to join the passionate team of Bitcoiners at Swan during this pivotal moment in Swan’s journey,” said Werkman. “Swan has been at the forefront of enabling clients and businesses to integrate Bitcoin into their financial strategies in ways that have made a significant difference, and I look forward to continuing to accelerate that mission.”

Werkman is a long-time Bitcoin advocate and entrepreneur with deep expertise in distressed credit, treasury strategy, strategic finance, and both equity and derivatives trading. He has advised corporations on Bitcoin adoption and treasury implementation, helping executives articulate the long-term strategic value of incorporating Bitcoin into their capital structures and driving value for their shareholders.

As a strong believer in community and education, Werkman has built a dedicated following through his work with MSTR True North, his social media presence, and frequent appearances on podcasts and at various events, where he breaks down the evolving landscape of Bitcoin Treasury strategies. His thought leadership is laying the groundwork for a more informed investor base, and will now support Swan’s efforts to continue their leadership position in building the future of Bitcoin-based wealth management.

Swan is the USA’s # 1 Bitcoin-based Wealth Platform

Swan is building the platform of choice for Bitcoin investors, a place where individuals and institutions alike can anchor their wealth management journey with the team they trust and the services they need.

“We’re excited to bring a new layer of expertise to our offerings, allowing us to advance the understanding and adoption of Bitcoin Treasuries as a powerful tool for corporations and a foundational pillar in our clients’ investment strategies, ” said Cory Klippsten, Swan CEO. “Every product Swan releases is designed with the Bitcoin investor in mind, empowering them to build, preserve, and grow their financial future on a Bitcoin standard. The expansion of our management team continues to strengthen our commitment to building for our clients to ensure we are a partner for them at every step of their Bitcoin journey.”

Introducing Swan’s Guide for Leveraged Bitcoin Equities

To help our clients and investors everywhere to better understand the strategy behind Leveraged Bitcoin Equities, Werkman and the Swan team have prepared a comprehensive primer that covers key concepts, risk management, KPIs, and implementation frameworks.

Download our free Leveraged Bitcoin Equity primer written by Ben and the Swan team.

We look forward to sharing more insights in the coming months and invite you to join us on our journey. To stay up to date, subscribe to our newsletter and follow us on Twitter/X, YouTube, and LinkedIn.

Swan Bitcoin

Swan Bitcoin

Swan delivers elite service from a dedicated team of Bitcoin professionals, providing strategic guidance and valuable insights for discerning investors. This expert guidance is reinforced by world-class research that helps investors build lasting conviction. We bring our community together through exclusive events that connect clients with industry leaders and fellow investors in sophisticated settings.

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