Preston Daniel McSwain

Directeur Général chez Fiduciary Wealth Partners LLC

Profil

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.

Postes actifs de Preston Daniel McSwain

Sociétés	Poste	Début
Fiduciary Wealth Partners LLC	Directeur Général	01/01/2012
Pioneer Institute, Inc.	Directeur/Membre du Conseil	-

Formation de Preston Daniel McSwain

The University of Alabama

Undergraduate Degree