Marcus SwaimMarcus SwaimSenior Client Associate
About Marcus
Marcus Swaim is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Catalfimo Group, Marcus provides customer service and problem solving support for high-net-worth individuals, institutions and other sophisticated clients. His responsibilities include coordinating the operational aspects of the team, executing trades and addressing inquiries. Drawing on more than 25 years of financial services experience, Marcus manages the team's day-to-day activities in a steady and experienced manner.
Marcus joined J.P. Morgan in 2004 through a predecessor firm after beginning his career at Ameritrade in 1998 as a Trade Risk Analyst. He graduated from the University of Nebraska with a B.S. in Finance and holds the FINRA Series 7, 63 and 66 licenses.
Marcus lives in Santa Barbara. He spends his free time working with others in need, golfing, hiking and supporting his two sons in all of their activities.
Insights
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