Jonathan Swanson Email and Phone Number
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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
Graystone Consulting
View- Website:
- gslentregas.com.br
- Employees:
- 149
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Institutional Consulting DirectorGraystone Consulting Aug 2011 - PresentWest Des Moines, IaJonathan 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 (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlAsset allocation does not guarantee a profit or protect against a loss in a declining financial market.For important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/the-swanson-groupThe designation and/or awards are not indicative of the Financial Advisor's past or future performance. No fee is paid in exchange for any award.©2024 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley. NMLS#: 1290624
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Institutional Consulting DirectorGraystone Consulting From Morgan Stanley Aug 2011 - PresentWest Des Moines, Iowa, United States
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Private Wealth AdvisorMorgan Stanley Private Wealth Management Aug 2011 - PresentWest Des Moines, Iowa, United StatesMorgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.
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Senior Research AssociateTitan Advisors May 2008 - Apr 2011Stamford, CtJonathan, 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. -
Global Equities Division - Prime Brokerage AnalystBear Stearns Jun 2006 - Apr 2008New York, NyJonathan 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 and lastly on a relationship management/client service team that covered $1B+ revenue generating hedge fund clients of the firm (i.e. Renaissance, AQR, D.E. Shaw and others).
Jonathan Swanson Skills
Jonathan Swanson Education Details
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Lehigh University - College Of Business And EconomicsFinance
Frequently Asked Questions about Jonathan Swanson
What company does Jonathan Swanson work for?
Jonathan Swanson works for Graystone Consulting
What is Jonathan Swanson's role at the current company?
Jonathan Swanson's current role is Institutional Consulting Director at Graystone Consulting from Morgan Stanley | Private Wealth Advisor at Morgan Stanley Private Wealth Management.
What is Jonathan Swanson's email address?
Jonathan Swanson's email address is jonathan.swanson@ms.com
What is Jonathan Swanson's direct phone number?
Jonathan Swanson's direct phone number is +151544*****
What schools did Jonathan Swanson attend?
Jonathan Swanson attended Lehigh University - College Of Business And Economics.
What skills is Jonathan Swanson known for?
Jonathan Swanson has skills like Investments, Institutional, Investment Management, Legal.
Who are Jonathan Swanson's colleagues?
Jonathan Swanson's colleagues are Diane Kirueshkin-Stepanoff, Conner Fowler, Msf, Devon Latimer, Hans Anderson, Donna Rose, Tricia Uttech, Whitney Walker.
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