Preston Daniel McSwain

Chief Executive Officer at

Fiduciary Wealth Partners LLC

Consumer Services

Commercial Services

Finance

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
Fiduciary Wealth Partners LLC Fiduciary Wealth Partners LLC Investment ManagersFinance FWP creates individual investment policy statements and applies their process to craft a strategy that matches individual objectives. The firm generally allocates client assets among Independent Managers which may invest client assets in individual debt and equity securities, alternative investments and mutual funds as well as other securities depending on the individual needs of the client.	Chief Executive Officer	01/01/2012
Pioneer Institute, Inc. Pioneer Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a research organization which improves civic discourse and intellectually rigorous and data driven public policy solutions	Director/Board Member	-

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Private companies	3
The University of Alabama The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pioneer Institute, Inc. Pioneer Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a research organization which improves civic discourse and intellectually rigorous and data driven public policy solutions	Commercial Services
Fiduciary Wealth Partners LLC Fiduciary Wealth Partners LLC Investment ManagersFinance FWP creates individual investment policy statements and applies their process to craft a strategy that matches individual objectives. The firm generally allocates client assets among Independent Managers which may invest client assets in individual debt and equity securities, alternative investments and mutual funds as well as other securities depending on the individual needs of the client.	Finance