About Benjamin

Ben Swift is a Wealth Advisor with J.P. Morgan Wealth Management.

As a multi-generational member of The Swift Group, Ben oversees the sophisticated financial scenarios of affluent families, entrepreneurs, business owners, corporate executives and other successful professionals. He blends the highest level of service with his impressive background to help grow and preserve their wealth.

Ben listens closely to each client's goals and offers a fresh perspective to develop and implement innovative strategies tailored specifically to their needs. He works with clients on developing investment strategies, cash flow management, wealth transfer, estate planning and charitable giving.

With a nearly decade-long career spent on both coasts, Ben is skilled at the security and asset class level, building globally diversified portfolios spanning fixed income, equities, hedge funds and private investments. He began at NEPC, leveraging rigor and due diligence to choose suitable investment options for some of the world's largest pension funds. Next, Ben spent six years at Hall Capital Partners, focused on the distinctive requirements of families with institutional-scaled assets. He has also worked as an Equity Analyst for Select Equity Group, a long-only and long-short equity fund that invests across geographies and market capitalizations.

In 2021, Ben joined his father, Don Swift, to lend complementary expertise and continuity to their family-based wealth management practice. Together, they leverage the full range of their capabilities to offer a bespoke experience for ultra-high-net-worth clients.

A graduate of Connecticut College, Ben earned a B.A. in Economics and was a member of the Investment Club and Men's Lacrosse Team. While in school, he interned as an Equity Trader at T. Rowe Price, one of the most prominent investment management firms. He is currently pursuing the CFA® designation and has completed the Level II exam.

Ben is a native of the Boston area and attended The Brooks School, where he played varsity lacrosse and ice hockey. Outside of the office, he is a lifelong athlete who plays golf and paddle tennis and loves the outdoors.

Insights

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What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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