Skip to content

Preston D. McSwain

  • Investment Advisor and Charter School Founder
  • Managing Partner and Founder
  • Fiduciary Wealth Partners
  • 11PublicationsNumber of items in Preston D.'s My Publications folder on Mendeley.

Research interests

Investment Management Private Wealth Management Family Office Management Fiduciary Management

About

Preston D. McSwain is an investment advisor and founder of an SEC registered firm, Fiduciary Wealth Partners (FWP). Prior to FWP, Preston founded SJM Fiduciary Advisors. Previously, Preston was a Managing Director at Neuberger Berman, where he received the Chairman’s Award given to only the top 50 senior professionals of the organization worldwide. Preston D. McSwain is active in the community and currently serves as the the Treasurer of Church of the Redeemer in Chestnut Hill, is a founder of Boston Preparatory Charter Public School, is the head of the Finance Committee and on the Board of The Pioneer Institute and is on the Board of Overseers of the Peabody Essex Museum Preston, received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.

Groups

Publications (5)

Professional experience

Managing Partner and Founder

Fiduciary Wealth Partners

March 2015 - Present

Founder and President

SJM Fiduciary Advisors

January 2012 - Present

Managing Director

Barclays Wealth

November 2009 - December 2011(2 years)

Managing Director

Lehman Brothers

July 1998 - November 2009(11 years)

Education

B.S. in Finance

University of Alabama at Birmingham (UAB)

January 1984 - January 1989(5 years)