Jon Swope

Examiner
DISC Type : cs

Managing Director at Morgan Stanley

New York, New York, United States

Overview

Jon Swope is the Head of Healthcare Technology Investment Banking at Morgan Stanley, where he focuses on M&A advisory and capital markets solutions. His extensive career includes senior roles at Barclays, SVB Securities, and Bank of America. He holds both a BA and an MBA from Duke University and is a certified Associate of the Society of Actuaries.

Jon maintains strong ties to his alma mater, serving as a Steering Committee Member for the Duke Financial Economics Center. This demonstrates a commitment to shaping the next generation of financial professionals and giving back to the Duke community.

He is an Associate of the Society of Actuaries (A. S. A. ), a unique and highly analytical qualification for an investment banker.

Personality Overview

Tough To Convince

Overcautious

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

HealthTech M&A
As Head of Healthcare Technology Investment Banking, he advises clients on their most critical merger and acquisition transactions.
Digital Health
Previously led the Digital Health practice at SVB Securities, highlighting a specialized focus and deep expertise in this specific sector.
Financial Education
Serves on the Steering Committee for the Duke Financial Economics Center, showing a passion for mentoring and developing future finance talent.

Media Appearances

Morgan Stanley Hires Swope, Filenbaum for Health‑Care Banking. Featured in Bloomberg

See Now

Work History

5-2025
Managing Director at Morgan Stanley
10-2023 - 5-2025
Managing Director at Barclays
6-2021 - 11-2023
Senior Managing Director, Head of Digital Health at SVB Securities
1-2021 - 6-2021
Managing Director at Bank of America Merrill Lynch
7-2018 - 1-2021
Director at Bank of America Merrill Lynch

Education

1999 - 2003
BA from Duke University
2008 - 2010
MBA from Duke University - The Fuqua School of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director at Morgan Stanley
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jon

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jon take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jon

Personality Compatibility


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