Summary

Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners.

Prior to founding Fiduciary Wealth Partners, Preston founded SJM Fiduciary Advisors. Preston grew SJM to advise on over $1.3 billion in investable assets.

Fiduciary Wealth Partners is the successor to SJM and was created through a partnership with James Cornell.

Previously, Preston 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 Boston. After Neuberger was acquired by Lehman Brothers, Preston helped lead the growth of the firm’s investment consulting and trust businesses and received the Chairman’s Award given to only the top 50 senior professionals of the organization worldwide. 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.

Preston has been a leader of many Boston not-for-profit organizations including serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, as the Treasurer of Church of the Redeemer in Chestnut Hill and as a founder ofBoston Preparatory Academy Public Charter School. He is also a member of the Economic Club of New York.

Preston McSwain, 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. Preston has held the FINRA Series 7, 63, 65 and 24 lice

nses.

Preston lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan.

Education

Education
Sep 1985 - May 1989

B.S. - Finance and Investment Management

University of Alabama at Birmingham

Work History

Work History
Mar 2015 - Present

Managing Partner and Founder

Fiduciary Wealth Partners
Jan 2012 - Present

President and Founder

SJM Fiduciary Advisors

Portfolio

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