Jeff Swartz

Background

About Jeff Swartz

I have spent my entire career at Morgan Stanley. Today, I lead the New England Region of Morgan Stanley’s Private Wealth Management. I believe leadership is about finding top-tier talent, supporting them when they need it, giving them the tools and opportunities to improve their skills and performance, then create a healthy environment for them to succeed. As a former producer myself, I believe I have a unique perspective on how we can support our advisors. Leadership at this level is also about advocacy – being the advocate for my team, either internally or with clients, is one way I can help them succeed. Just as important, I believe we are a business of people. Our ability to build strong relationships is a fundamental tenet of our success. I genuinely care about our people, both advisors and clients, and do everything I can to promote a culture of respect, teamwork and mutual success. We are also in a risk business. One way to mitigate that risk is by hiring talented, high quality people. We are always on the lookout for high-level advisors to join our group, who want to grow and value the Morgan Stanley brand.