Philip Swisher
Directeur Général chez Trevian Wealth Management LLC
Profil
Mr. Philip A.
Swisher is a Founder & Chief Executive Officer at Trevian Wealth Management LLC and an investment Partner & Advisor at York Investments LLC.
Prior to starting Trevian Wealth in 2015, he was the global head of innovation for Brown Brothers Harriman where he built technology products for large banks and asset managers, was part of a team that acquired Northeast Bank in Maine, ran a recycling and trash management startup backed by the Kraft family, and started his career as a financial institutions investment banker and energy investor at Goldman Sachs in New York.
He received his undergraduate degree from Williams College and an MBA from Harvard Business School.
Postes actifs de Philip Swisher
| Sociétés | Poste | Début |
|---|---|---|
Trevian Wealth Management LLC
 Trevian Wealth Management LLC Investment ManagersFinance Trevian Wealth Management LLC (TWM) is an independent SEC-registered investment advisor headquartered in Weston, Massachusetts. The firm was founded by Philip A. Swisher in 2015. TWM offers investment advisory services to individuals and high net worth individuals (which also includes trusts). | Directeur Général | 01/02/2015 |
York Investments Holdings, LLC
 York Investments Holdings, LLC Investment ManagersFinance York Investment Holdings LLC (York Investments) is a venture capital firm founded in 2019 Kyle York, Joe Raczka, Adam Coughlin and Mike Veilleux. The firm is headquartered in Manchester, New Hampshire. | Consultant / Advisor | - |
Anciens postes connus de Philip Swisher
| Sociétés | Poste | Fin |
|---|---|---|
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Private Equity Investor | 01/02/2015 |
Kraft Group LLC
 Kraft Group LLC Wholesale DistributorsDistribution Services Kraft Group LLC engages in professional sports, manufacturing, and real estate development. It specializes in paper and packaging manufacturing; sports, entertainment, and event management; construction and real estate development; private equity and venture investing; and philanthropy. The company was founded by Robert K. Kraft in 1998 and is headquartered in Foxborough, MA. | Corporate Officer/Principal | 01/04/2009 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Analyste en capital-investissement | 01/08/2004 |
Formation de Philip Swisher
| Williams College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Kraft Group LLC
Kraft Group LLC Wholesale DistributorsDistribution Services Kraft Group LLC engages in professional sports, manufacturing, and real estate development. It specializes in paper and packaging manufacturing; sports, entertainment, and event management; construction and real estate development; private equity and venture investing; and philanthropy. The company was founded by Robert K. Kraft in 1998 and is headquartered in Foxborough, MA. | Distribution Services |
Trevian Wealth Management LLC
Trevian Wealth Management LLC Investment ManagersFinance Trevian Wealth Management LLC (TWM) is an independent SEC-registered investment advisor headquartered in Weston, Massachusetts. The firm was founded by Philip A. Swisher in 2015. TWM offers investment advisory services to individuals and high net worth individuals (which also includes trusts). | Finance |
York Investments Holdings, LLC
York Investments Holdings, LLC Investment ManagersFinance York Investment Holdings LLC (York Investments) is a venture capital firm founded in 2019 Kyle York, Joe Raczka, Adam Coughlin and Mike Veilleux. The firm is headquartered in Manchester, New Hampshire. | Finance |
