Patrick Swift Email & Phone Number
Partner and President of Wealth Planning @ Amplius Wealth Advisors
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Patrick Swift Location
- Philadelphia, PA, US
Patrick Swift Work
- 2021 -now Partner and President of Wealth Planning @
- 2016 -2021 Senior Financial Advisor @
- 2015 -2016 Financial Professional @
- 2014 -2014 Private Markets Group - Analyst @ DuPont Capital Management
- 2013 -2013 Financial Analyst @
Patrick Swift Education
- Drexel University
- Randolph High School
Patrick Swift Summary
- Patrick Swift, based in Philadelphia, PA, US, is currently a Partner and President of Wealth Planning at Amplius Wealth Advisors. Patrick Swift brings experience from previous roles at Merrill Lynch Wealth Management, AXA Advisors, LLC, DuPont Capital Management and STURSBERG & FINE INC. Patrick Swift holds a Drexel University. Patrick Swift has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Amplius Wealth Advisors Employees
Merritt Carew
Client Associate
Philadelphia, PA, US
Matthew Liebman
Founding Partner and Chief Executive Officer
Philadelphia, PA, US
Patrick Swift
Partner and President of Wealth Planning
Philadelphia, PA, US
Joanna Bellinzoni
Client Service Associate
Blue Bell, PA, US
Jack Lemire
Junior Analyst
Philadelphia, PA, US
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