Preston D. McSwain
Managing Partner and Founder
Chief Investment Officer
Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners and the firm’s Chief Investment Officer.
Preston 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, Institutional Investor and CFA Institute. In addition, he has been profiled in the Wall Street Journal, U.S. News, and the Financial Times. Based on his contributions to the industry, he has also been recognized by the educational publication, Investopedia, as one of the Top 100 Financial Advisors in the country who are making significant contributions to financial literacy, investing strategies, life-stage planning and wealth management.
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 New England and helped lead the growth of the firm’s investment consulting and trust businesses on a national basis. 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 (now SSGA).
Preston 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, as the past Treasurer of Church of the Redeemer in Chestnut Hill and as a founder of Boston Preparatory Charter Public School. He is also a member of the Economic Club of New York and is a contributor and regular speaker for Smart Woman Securities.
Preston focused on Electrical Engineering for much of his college career before switching to Finance after enjoying investment classes taught by an ex-Wall Street trader. He received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham (UAB). Preston received the Outstanding Alumni Award from the UAB School of Business in 2006.
Preston lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan. During the Summer they can often be found on Martha’s Vineyard, enjoying the island and focusing on ocean conservation through activities that can be found on the Clean Up Oceans website. In addition to the FWP Insights blog, more of his thoughts can be found on his personal blog, Provoking Posts.