Marcus SwaimMarcus SwaimSenior Client Associate
About Marcus
Marcus Swaim is a Senior Client Associate with J.P. Morgan Wealth Management. His primary role is to provide sales support to David Catalfimo and his team. He is the general gatekeeper of the Santa Barbara office, and is responsible for trading, back-office and administrative support.
Marcus has always been fascinated by the financial markets. He especially enjoys working with the firm's trading desks and various transaction platforms, trying to ensure the best trade executions possible. He prides himself on providing clients full service in a timely and thorough manner.
Marcus began his financial services career in 1998 at Ameritrade in Omaha, Nebraska, where he worked on the equity and fixed income trading desks. He joined J.P. Morgan's predecessor firm Bear Stearns Private Client Services in 2004.
Marcus received a degree in Business Administration, with a focus in Finance, from the University of Nebraska—Lincoln. He holds Series 7 and 63 licenses. Originally from Littleton, Colorado, he and his wife now live in Santa Barbara with their two sons. In his free time, Marcus enjoys golf, coaching t-ball and spending time with his family.
Insights
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowNerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now