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Our Professionals

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Preston McSwain

Managing Partner and Founder
Chief Investment Officer

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james-cornell

James Cornell

Managing Partner and
Founder

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Erik Marr, CFP ®

Partner and Chief Compliance Officer

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Andrew Wels, J.D.

Regulatory Counsel

 

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Cristina Adams

Partner - Director of Operations and Technology

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Oliver Binette, CAIA

Client Service and Investment Analyst

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Elisabetta Basilico PhD, CFA

Research Partner

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tommi-johnsen

Tommi Johnsen  PhD

Research Partner

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Sloane Ortel

Research Partner

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Maneesh I

Maneesh Shanbhag, CFA

Research Partner

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Charlie Henneman

Charlie Henneman, CFA

Research Partner

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Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.

We do not have any fee sharing arrangements with managers and do not have any broker-dealer conflicts. In addition, you will never see an arbitration clause in our contracts.

Everything we do is focused on assisting trustees, institutions and families with investment consulting, management and overall asset planning strategies.

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Contact us

Phone

(617) 602-1900

Email

info@fwpwealth.com

Address

177 Huntington Avenue
20th Floor
Boston, MA 02115

 

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© 2020 FWP. All Rights Reserved. Fiduciary Wealth Partners Is An SEC Registered Investment Adviser.