Please complete the CAPTCHA to continue
@gslentregas.com.br
✓
2 phones found area 515 and 914
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jonathan Swanson is listed as Institutional Consulting Director at Graystone Consulting from Morgan Stanley | Private Wealth Advisor at Morgan Stanley Private Wealth Management at Graystone Consulting, a company with 149 employees, based in Des Moines Metropolitan Area, United States, United States. AeroLeads shows a work email signal at gslentregas.com.br, phone signal with area code 515, 914, and a matched LinkedIn profile for Jonathan Swanson.
Jonathan Swanson previously worked as Institutional Consulting Director at Graystone Consulting and Institutional Consulting Director at Graystone Consulting From Morgan Stanley. Jonathan Swanson holds Bachelors Of Science In Business & Economics, Finance from Lehigh University - College Of Business And Economics.
This section adds company-level context without repeating Jonathan Swanson's masked contact details.
AeroLeads found 1 current-domain work email signal for Jonathan Swanson. Compare company email patterns before reaching out.
Jonathan is an Institutional Consulting Director at Graystone Consulting ("Graystone") and a Private Wealth Advisor at Morgan Stanley Private Wealth Management ("MS PWM"). Jonathan and his diverse, eleven-person team of professionals oversee approximately $2.3bn in client assets (as of May 2024) and are located in West Des Moines, IA, Chicago, IL and Omaha, NE. We bring together former buy-side portfolio managers, former private equity managers, philanthropic specialists, research analysts, concierge service providers, and former professional capital allocators to help achieve a vast array of bespoke client objectives.Our clients include mission-based non-profits, private foundations, affluent families and family offices. The team's non-profit client base includes Catholic organizations, private higher education entities, social service non-profits and healthcare organizations with pools of assets ranging in size from $25 million to $500mm.Graystone Consulting Graystone is the dedicated and focused institutional investment consulting business of Morgan Stanley. Graystone consists of more than 50 offices nationwide, providing the personalized service you would expect from a small investment boutique while backed by the global resources of Morgan Stanley. The foundation of Graystone's structure is highly experienced local teams offering customized strategies and personalized service to sophisticated clients with oftentimes complex needs.Morgan Stanley Private Wealth ManagementJonathan and his team also are one of ~300 teams across North America that are members of a specialized business unit within MS PWM that extends multi-family office services to families with wealth of over $20mm up to multi-billion dollar family offices. We provide cutting edge advice founded on a culture of excellence and driven by global insight. We are devoted to helping our clients preserve and grow their financial, family and social capital.Contact Jonathan to learn more.NMLS #1290624
Listed skills include Investments, Institutional, Investment Management, and Legal.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
West Des Moines, IA
Jonathan co-leads the West Des Moines-based team and serves as a lead consultant to several of the team's valued relationships. He oversees investment policy reviews, spending policy analysis, asset allocation design, manager selection and ongoing monitoring, and strategic planning advice.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC.
West Des Moines, Iowa, United States
West Des Moines, Iowa, United States
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Stamford, CT
Jonathan, as a member of Titan's eight-person manager research group, worked to generate high risk-adjusted returns for Titan's investor base. He primarily assisted in the manager selection process and assessed managers investing across both the public and private markets.
New York, NY
Jonathan joined Bear Stearns as a rotational analyst in the firm's Global Equities Division. As an Equity Prime Brokerage Analyst, Jonathan was a member of a program which included four multi-month rotations with the securities lending group on the international stock loan desk, the hedge fund capital introduction group, the documentation specialist group.
Other employees you can reach at gslentregas.com.br. View company contacts for 149 employees →
Nicholas J. Costanza, Cfa
Colleague at Graystone ConsultingNew York City Metropolitan Area, United States
View →
RD
Robert Dow
Colleague at Graystone ConsultingGreater Chicago Area, United States
View →
BZ
Betty Zootis
Colleague at Graystone ConsultingSan Francisco, California, United States, United States
View →
RS
Robert Scherer
Colleague at Graystone ConsultingPotomac, Maryland, United States, United States
View →
JS
Jacob Seide, Cfa
Colleague at Graystone ConsultingUnited States, United States
View →
TU
Tricia Uttech
Colleague at Graystone ConsultingGreater Milwaukee, United States
View →
CS
Connor Skelly
Colleague at Graystone ConsultingSanta Rosa, California, United States, United States
View →
TL
Taylor L
Colleague at Graystone ConsultingSan Antonio, Texas, United States, United States
View →
JL
Justin Lee
Colleague at Graystone ConsultingLos Angeles, California, United States, United States
View →
DL
Devon Latimer
Colleague at Graystone ConsultingColumbus, Ohio, United States, United States
View →
Quick answers generated from the profile data available on this page.
Jonathan Swanson works for Graystone Consulting.
Jonathan Swanson is listed as Institutional Consulting Director at Graystone Consulting from Morgan Stanley | Private Wealth Advisor at Morgan Stanley Private Wealth Management at Graystone Consulting.
AeroLeads has found 1 work email signal at @gslentregas.com.br for Jonathan Swanson at Graystone Consulting.
AeroLeads has found 2 phone signal(s) with area code 515, 914 for Jonathan Swanson at Graystone Consulting.
Jonathan Swanson is based in Des Moines Metropolitan Area, United States, United States while working with Graystone Consulting.
Jonathan Swanson has worked for Graystone Consulting, Graystone Consulting From Morgan Stanley, Morgan Stanley Private Wealth Management, Titan Advisors, and Bear Stearns.
Jonathan Swanson's colleagues at Graystone Consulting include Nicholas J. Costanza, Cfa, Robert Dow, Betty Zootis, Robert Scherer, and Jacob Seide, Cfa.
You can use AeroLeads to view verified contact signals for Jonathan Swanson at Graystone Consulting, including work email, phone, and LinkedIn data when available.
Jonathan Swanson holds Bachelors Of Science In Business & Economics, Finance from Lehigh University - College Of Business And Economics.
Jonathan Swanson is listed with skills including Investments, Institutional, Investment Management, and Legal.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jonathan Swanson you were looking for.
