Preston McSwain
Investment Fiduciary, Non-Profit Board Member, and Proud Dad in Boston, Massachusetts, United States
Preston McSwain
Investment Fiduciary, Non-Profit Board Member, and Proud Dad in Boston, Massachusetts, United States
Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners (FWP) which is an SEC registered investment advisor.
Preston is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications such as IRIS, WealthManagement.com, Trust & Estates magazine, TheStreet.com, Institutional Investor and the CFA Institute. In addition, he has been profiled in the Wall Street Journal, U.S. News, Barron's and the Financial Times.
Prior to FWP, Preston founded SJM Fiduciary Advisors and was a Managing Director at Neuberger Berman.
Preston is active in the local community and is currently on the Board of Overseers of the Peabody Essex Museum, is the past Treasurer of Church of the Redeemer in Chestnut Hill and is on the Board of The Pioneer Institute.
Innovation in education is a passion and Preston McSwain has served on the Board of City On A Hill Public Charter School and helped found Boston Preparatory Public Charter School.
He lives in Chestnut Hill, MA with his wife Susan, son Jack, Daughter Meghan and dog Sparky.