Experience in Life, Markets and Financial Firms Matters
The founders of Fiduciary Wealth Partners, Preston McSwain and James Cornell, together have decades of experience working in senior management and advisory positions with leading investment management and trust companies.
Based on our experience, Fiduciary Wealth’s recommendations are not driven solely by models or investment theories, but also by our real life understanding of how various strategies have or, importantly, have not worked.
We strive to give clients the peace of mind that comes from knowing that experienced professionals are working on their behalf.
Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners and the firm’s Chief Investment Officer..
Prior to founding Fiduciary Wealth Partners, Preston founded SJM Fiduciary Advisors. Fiduciary Wealth Partners is the successor to SJM.
Preston is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications such as IRIS, WealthManagement.com, Trust & Estates magazine, TheStreet.com, Institutional Investor and the CFA Institute. In addition, he has been profiled in the Wall Street Journal, U.S. News, Barron’s and Financial IQ.
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. 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 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 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 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 their website, Clean Up Oceans. In addition, more of his thoughts can be found on his personal blog, Provoking Posts.
James “Jamie” Cornell is a Managing Partner and Founder of Fiduciary Wealth Partners.
In addition, Jamie is the past Chair of the Boston chapter of Tiger 21, a peer-to-peer learning network for high net worth investors.
Prior to Fiduciary Wealth Partners, Jamie spent approximately four years as Managing Director of a multi-billion dollar, multi-family office, The Bollard Group.
Before The Bollard Group, Jamie held many senior leadership roles at leading wealth and asset management firms, including serving as President of Fidelity Investments Private Wealth Management and President of Fidelity’s Personal Trust Company. While at Fidelity, he led the design and development of Fidelity’s private wealth management and financial planning tools.
Jamie is an active board member of for-profit companies and not-for-profit organizations. He is an active member of Young President’s Organization (YPO) and serves on the board of the YPO Family Office Principles Group.
Jamie received a B.A. in Economics from the University of North Carolina at Chapel Hill and has completed a program for investment executives at the Harvard Kennedy School.
Jamie lives in the Back Bay of Boston with his wife Stephanie Dodson. Together they have six children, whom Fiduciary Wealth Partners views as full partners.
Erik Marr is a Partner and the Chief Compliance Officer of Fiduciary Wealth Partners.
Prior to Fiduciary Wealth Partners, Erik was the first employee of SJM Fiduciary Advisors, which he helped start with Preston McSwain. Fiduciary Wealth Partners is the successor to SJM.
Previously, Erik was a Senior Financial Associate with Weston Financial, assisting senior advisors and clients in the implementation of wealth plans.
Prior to Weston, Erik started his career on an institutional bond sales and trading desk at Oppenheimer & Co.
Erik graduated from Bentley University with a B.S. in Finance and is currently pursuing his CFP through Boston University’s Certificate of Financial Planning program and holds the FINRA series 66 license.
Cristina Adams is the Director of Operations and Technology at Fiduciary Wealth Partners.
Before joining Fiduciary Wealth Partners, Cristina was a consultant at Envestnet Tamarac. At Envestnet, she was responsible for managing the implementation of Tamarac’s wealth management and consolidated investment reporting solutions for advisors and family offices.
Prior to her time at Envestnet Tamarac, Cristina worked at State Street Corporation for four and a half years, holding various positions in the firms Wealth Management, Business Continuity and Global Services division.
Cristina earned her BA at the University of Massachusetts at Amherst and is currently pursuing her M.B.A through the University of Southern New Hampshire.
In her spare time, Cristina enjoys skiing and playing soccer. She played soccer for the NCAA Division 1 women’s program at The University of Massachusetts at Amherst, where she maintained a four year athletic scholarship while completing her BA.
Oliver Binette is an Investment Associate with Fiduciary Wealth Partners.
Prior to joining Fiduciary Wealth Partners, Oliver was a summer intern at Financial Industry Regulatory Authority (FINRA). At FINRA, Oliver was responsible for due diligence review of private placements and detecting mutual fund switching.
Before FINRA, he held internships at Boston Financial Management and West Capital Management conducting investment research, assisting with client services and wealth planning.
Oliver is a graduate of Bentley University, where he received his Bachelor of Science in Finance.
In his spare time, Oliver enjoys traveling, cooking and spending time outdoors.