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.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。