Preston McSwain
Preston McSwain is a Managing Partner, Founder, and Chief Investment Officer of Fiduciary Wealth Partners, an investment advisory and multi-family office firm. Previously, Preston held a number of senior leadership positions at investment and trust companies, including serving as a Managing Director at Neuberger Berman and Lehman Brothers, where he was instrumental in the growth of the firms’ UHNW trust and wealth management divisions. Recognized for his contributions in the industry, Preston McSwain has been profiled in the Wall Street Journal, U.S. News, Barron's, and the Financial Times.
Preston McSwain Professional Experience / Academic History
Professional Experience
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Founder, Managing Partner, Chief Investment Officer
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Managing Director
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Managing Director
Academic History
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Bachelors Degree, Finance, Investment Management
Preston McSwain has been recognized by the educational publication, Investopedia, as one of the Top 100 Financial Advisors in the country for his contributions to financial literacy, investing strategies, life-stage planning and wealth management.
He is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications such as WealthManagement.com, Trust & Estates magazine, TheStreet.com, IRIS, Institute Investor and CFA Institute.
Earlier in his career, Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division.
He started his career at State Street Bank & Trust in institutional asset management.
Board of Overseers, Peabody Essex Museum
Contributor & Regular Speaker, Smart Woman Securities
Honors & Awards
Chairman's Award, Neuberger Berman and Lehman Brothers
Outstanding Alumni Award, University of Alabama at Birmingham