Managing Director Investment Specialist
Brian Swenson, Managing Director, is an Investment Specialist as well as a founding member and Co-Lead of the J.P. Morgan Private Bank office in Salt Lake City. He develops and implements investment strategies for wealthy individuals, family offices, foundations and endowments throughout the Rocky Mountain region, advising across equities, fixed income, foreign exchange and alternative investments.
Brian is a respected leader, acting as a connector and advocate for clients and colleagues. He works closely with an integrated team of bankers and advisors, helping clients invest with intent to create the lives they envision for themselves and their families. Brian tailors strategies to the specifics of each client situation, understanding that no two are alike. Brian leverages the global Private Bank to provide his clients access to the expertise of J.P. Morgan specialists around the world, offering them a wealth of resources few other firms can match.
Prior to his current role, Brian worked for J.P. Morgan Private Bank in Denver, San Francisco and London. Having worked with wealthy families around the world, Brian brings a unique perspective to the challenges his clients are facing. Before joining J.P. Morgan he was the Sr. Assistant Controller for the JW Marriott Camelback Inn Resort & Spa in Scottsdale, Arizona.
Brian earned his B.S. in Management from Brigham Young University’s Marriott School of Management. He has an active role in his church, mentors a number of different groups, and enjoys golfing, sports and traveling with his wife and three children.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
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.