Preston Daniel McSwain
Amministratore Delegato presso Fiduciary Wealth Partners LLC
Profilo
Mr. Preston D.
McSwain is a Managing Partner, Founder & Chief Investment Officer at Fiduciary Wealth Partners LLC.
He is on the Board of Directors at Pioneer Institute, Inc.
Prior to founding Fiduciary Wealth Partners, he held a number of senior leadership positions at investment management and trust companies, including serving as a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England.
After Neuberger was acquired by Lehman Brothers, he helped lead the growth of the firm’s investment consulting and trust businesses.
Earlier in his career, he founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division.
Mr. McSwain started his career at State Street Bank & Trust.
He has been a leader of many not-for-profit organizations including serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, past Treasurer of Church of the Redeemer in Chestnut Hill and as a Founder of Boston Preparatory Charter Public School.
He received his B.S.
degree in Finance with a concentration in Investment Management from The University of Alabama.
Posizioni attive di Preston Daniel McSwain
Società | Posizione | Inizio |
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Fiduciary Wealth Partners LLC
Fiduciary Wealth Partners LLC Investment ManagersFinance Fiduciary Wealth Partners LLC (FWP) is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. The firm was founded by Preston McSwain and Jamie Cornell in 2012. FWP provides holistic investment counseling, family office governance, and integrated wealth planning for individuals, family trusts, charitable trusts and foundations. | Amministratore Delegato | 01/01/2012 |
Pioneer Institute, Inc.
Pioneer Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Pioneer Institute, Inc. operates as a non-profit organization. It promotes public schools, healthcare, government, economic opportunity, and social mobility by publishing research and engaging the public through media campaigns, forums, and sessions. The company was founded in 1988 and is headquartered in Boston, MA. | Direttore/Membro del Consiglio | - |
Formazione di Preston Daniel McSwain
The University of Alabama | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Fiduciary Wealth Partners LLC
Fiduciary Wealth Partners LLC Investment ManagersFinance Fiduciary Wealth Partners LLC (FWP) is an independent registered investment advisor and wealth manager headquartered in Boston, Massachusetts. The firm was founded by Preston McSwain and Jamie Cornell in 2012. FWP provides holistic investment counseling, family office governance, and integrated wealth planning for individuals, family trusts, charitable trusts and foundations. | Finance |
Pioneer Institute, Inc.
Pioneer Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Pioneer Institute, Inc. operates as a non-profit organization. It promotes public schools, healthcare, government, economic opportunity, and social mobility by publishing research and engaging the public through media campaigns, forums, and sessions. The company was founded in 1988 and is headquartered in Boston, MA. | Commercial Services |
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