Preston McSwain
Inhaber, Managing Partner and Founder, Fiduciary Wealth Partners
Boston, MA, Vereinigte Staaten
Werdegang
Berufserfahrung von Preston McSwain
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.
Bis heute 12 Jahre und 5 Monate, seit Jan. 2012
President
SJM Fiduciary Advisors
Preston McSwain created, funded and started SEC registered advisor, Developed branding materials, consolidated client reporting, website and blog, Current assets under advisory of over $1 billion
Ausbildung von Preston McSwain
3 Jahre und 10 Monate, Sep. 1985 - Juni 1989
Finance
University of Alabama at Birmingham
Outstanding Young Alumnus Award 2006
Sprachen
Englisch
-