Jeff Swartz

Morgan Stanley

Jeff brings valuable experience to his role as a leader at Morgan Stanley. A Managing Director, Complex Manager and PWM Regional Manager, Jeff is proud to be a vital member of the firm’s history for nearly 30 years. He has earned the reputation of being a strong and collaborative leader to the many teams of financial advisors he serves. He enjoys providing them with the skills, tools and resources to further develop their business, while advocating for them internally and as they work directly with their clients.

For his experience and dedication to his firm and community, Jeff has received numerous distinctions and professional accolades throughout his career. In 2017, he was named to the Advisory Board on the City of Boston’s Women’s Work Force Council. Most recently, he was recognized as Morgan Stanley’s first male recipient of the firm’s MAKERS Award in 2018. MAKERS is a national program dedicated to identifying and celebrating women of accomplishment across all fields of endeavors.