Michael Swift
Managing Director, J.P. Morgan
- Role
- Managing Director, Portfolio Manager at J.P. Morgan
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Michael Swift
Michael Swift is an Investment Specialist at J.P. Morgan Private Bank, covering the Mid-Atlantic region. He joined J.P. Morgan in 2005 and has spent his career managing portfolios for ultra-high net worth individuals, family offices, endowments and foundations. In his current role, he is responsible for $2.2 billion in client assets. Prior to joining the Mid-Atlantic Team in 2016, Michael was a Portfolio Manager with J.P. Morgan’s Endowments and Foundations Group in New York. In this role, he worked with not-for-profit organizations as their “Outsourced Chief Investment Officer” to invest long- and short-term pools of capital across diversified public and private investments. Michael sits on the Board of Trustees for the National Museum of American Jewish History and is the Co-Chair of its Investment Committee. He is also a Trustee of the William Penn Charter School Alumni Fund where he serves as Chair of its Finance Committee. In addition to holding his Series 7 and 63 securities licenses, Michael is certified by the CFA Institute in environmental, social and governance (ESG) investing. He graduated from the Whitman School of Management at Syracuse University with a B.S. in Finance.
Experience
Managing Director, Portfolio Manager
Apr 2024 — Present
Skills
- Financial Analysis
- Securities
- Management
- Bloomberg
- Capital Markets
- Series 7
- Financial Modeling
- Investments
- Equities
- Fixed Income
- Finance
- Asset Allocation
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