JOHN SWIFT

MANAGING DIRECTOR

          

John is a driven Financial Advisor with 25+ years of experience encompassing investment product sales, leadership, management, relationship building and client service.

With his thorough knowledge of comprehensive investment strategies, John has a long track-record of successfully expanding and creating strategic partnerships and raising assets across retail and institutional client base.

John received his B.A. in Economics from the UC Berkeley and his MBA from the University of Southern California.