Benjamin SwiftBenjamin SwiftWealth Advisor
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
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
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
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’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 NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now