![Preston Daniel McSwain](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 |
|---|---|---|
Fiduciary Wealth Partners LLC
 Fiduciary Wealth Partners LLC Investment ManagersFinance FWP creates individual investment policy statements and applies their process to craft a strategy that matches individual objectives. The firm generally allocates client assets among Independent Managers which may invest client assets in individual debt and equity securities, alternative investments and mutual funds as well as other securities depending on the individual needs of the client. | Amministratore Delegato | 01/01/2012 |
Pioneer Institute, Inc.
 Pioneer Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a research organization which improves civic discourse and intellectually rigorous and data driven public policy solutions | Direttore/Membro del Consiglio | - |
Formazione di Preston Daniel McSwain
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
26
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pioneer Institute, Inc.
Pioneer Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a research organization which improves civic discourse and intellectually rigorous and data driven public policy solutions | Commercial Services |
Fiduciary Wealth Partners LLC
Fiduciary Wealth Partners LLC Investment ManagersFinance FWP creates individual investment policy statements and applies their process to craft a strategy that matches individual objectives. The firm generally allocates client assets among Independent Managers which may invest client assets in individual debt and equity securities, alternative investments and mutual funds as well as other securities depending on the individual needs of the client. | Finance |
