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
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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