Preston Daniel McSwain
Chief Executive Officer at Fiduciary Wealth Partners LLC
Profile
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.
Preston Daniel McSwain active positions
Companies | Position | Start |
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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. | Chief Executive Officer | 2011-12-31 |
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. | Director/Board Member | - |
Training of Preston Daniel McSwain
The University of Alabama | Undergraduate Degree |
Experiences
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Private companies
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1st degree companies
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Private companies | 2 |
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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 |
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 |
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