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Instructor

John P. Swift

CPA, CFA

John is the Managing Partner at GSV Investment Advisors. In this role, he specializes in building client relationships and developing and maintaining their financial plans. John works with outside and inside advisors on tax, trust & estate, family office and wealth succession planning.

He effectuates capital market transactions of private equity and alternative investment positions, and provides consulting on investment hedging, asset/liability analysis and low-basis stock diversification strategies. He determines asset allocation of investment portfolios and provides capital market updates and strategic asset allocation directives for the firm.

John earned his MBA from the Booth School of Business at the University of Chicago. He is a CFA charterholder, as well as a Certified Public Accountant registered in the state of Illinois. John has spent the better part of three decades on Wall Street managing both institutional and private investment portfolios. He has won the coveted “Top Private Wealth Manager” award from Five Star Professional for 2010, 2011 and 2012, as seen in Chicago Magazine. John is an instructor at Loyola University, currently an instructor with Kaplan Schweser CFA Review, and formerly an instructor for five years with the Becker Stalla CFA Review program.

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