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

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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