Regional Sales Director
J.P. is responsible for Swan broker-dealer relationships in the following Mid-Atlantic states:
Washington DC, Maryland, Virginia, New Jersey, Pennsylvania, North Carolina, Tennessee, and Kentucky. J.P. joined Swan in 2014.
Previously, J.P. was with American Century and served as a Financial Advisor Consultant and Regional Vice President. In his prior role at Sentinel Investments, J.P. was Senior Vice President and Field Sales Leader, where he served as a player/coach and led the firm’s sales for three consecutive years. Before that, J.P. spent eight years with Ivy Funds as Regional Vice President and contributed to the launch of Ivy’s distribution and led firm wide sales in five consecutive years.
He earned his B.A. in English from Wofford College, Spartanburg, SC.