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

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.