Managing Director Investment Specialist
Brian Swenson, Managing Director, is Co-Head and Global Investment Specialist at J.P. Morgan Private Bank in Utah. Brian and his team of local professionals provide wealth management advice, strategies and services to successful individuals, family offices, foundations and endowments throughout the region. As an Investment Specialist, he provides portfolio management and advisory services to clients across equities, fixed income, foreign exchange and alternative investments.
Brian joined J.P. Morgan in 2005 in Denver, Colorado, where he worked with clients across the Rocky Mountain States. He relocated to San Francisco in 2008, managing portfolios for clients in Northern California, Nevada and Hawaii. In 2012, he moved to London to open the Global India Team’s London office and oversaw the investment activities of clients based in the United Kingdom, Europe and the Middle East. He has been back in the Rockies since 2015 and is responsible for client relationships throughout Utah and Colorado.
Prior to joining J.P. Morgan, Brian was a Senior Assistant Controller for Marriott International in Scottsdale, Arizona, and was responsible for the financial operations of the JW Marriott Camelback Inn Resort & Spa. Brian graduated with a B.S. in Management with an emphasis in Finance from Brigham Young University’s Marriott School of Management.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.