About Donald

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

As the founder of The Swift Group, he draws on three decades of experience in the public and private markets to provide tailored wealth and portfolio management strategies to affluent families, financial professionals, foundations and endowments.

Don has an exceptional understanding of global financial markets derived from navigating volatile economic cycles for more than thirty years. His disciplined and goals-based process considers risk comfort parameters, market environments, asset values and tax and cost efficiency.

Earlier in his career, Don spent decades advising many of the largest asset management firms on investment and portfolio strategies. This intimate exposure has given him a distinctive familiarity with the performance and risk characteristics of the industry's investment products across multiple asset classes.

Before joining J.P. Morgan in 2015, Don was a Director at Bank of America Merrill Lynch. Previously, he spent 22 years at Lehman Brothers in New York City and Boston, where he was a Corporate Senior Vice President and rose to President of Lehman Brothers Asia Pacific Ltd. Don's experience leading global businesses in London and Tokyo provided an illuminating perspective on international markets. He began his career at Merrill Lynch in 1981.

Don is a graduate of Denison University, where he earned a B.A. in Political Science. He and his wife, Maggie, have three grown sons and live in Boston and Westport, Massachusetts with their Golden Retriever, Lucy. Don enjoys many outdoor activities including golf, paddle tennis, fishing and gardening.

Philanthropy is an important value for Don both personally and professionally. He sits on the Board of Advisors for the Thompson Island Outward Bound Education Center, an organization that plays a crucial role in closing the opportunity and achievement gaps facing Boston middle schoolers. He is active with the Westport Land Conservation Trust, the Westport River Watershed Alliance and numerous other educational, environmental, cultural and healthcare organizations.

Insights

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