Jon Swope in

Jon Swope

Examiner · DISC type cs
Managing Director at Morgan Stanley
📍 New York, New York, United States

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.

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Experience
20 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Jon shows up

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.

Priorities

Topics Jon cares 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.
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Career

Work history

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

Media appearances

Morgan Stanley Hires Swope, Filenbaum for Health‑Care Banking. Featured in Bloomberg
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Education
1999 - 2003
BA
Duke University
2008 - 2010
MBA
Duke University - The Fuqua School of Business
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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